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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,600 | $167,352+108.9% | $143,788+143.1% | $134,509+159.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -6.93% | 0.47%-7.4pp | -0.03%-6.9pp | 418.13%-425.1pp |
| Employer contribution / active EE | $819 | $5,620-85.4% | $4,952-83.5% | $4,741-82.7% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,400+6.8% |
| Admin fee / account holder | $3,105 | $18,091-82.8% | $14,675-78.8% | $11,427-72.8% |