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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 | $261,415 | $95,917+172.5% | $79,583+228.5% | $134,545+94.3% |
| Participation rate | 11.1% | 75.0%-63.9pp | 69.5%-58.4pp | 81.2%-70.1pp |
| Annual return | -2.20% | -2.70%+0.5pp | 0.16%-2.4pp | 418.37%-420.6pp |
| Employer contribution / active EE | $240 | $3,129-92.3% | $2,414-90.1% | $4,742-94.9% |
| Participant deferral / active EE | $1,844 | $4,694-60.7% | $3,986-53.7% | $6,401-71.2% |
| Admin fee / account holder | $9,403 | $9,132+3.0% | $6,835+37.6% | $11,431-17.7% |