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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 | $345,879 | $131,835+162.4% | $108,582+218.5% | $273,972+26.2% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 4.91% | -91.57%+96.5pp | -51.70%+56.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $567 | $4,913-88.5% | $3,758-84.9% | $4,869-88.4% |
| Participant deferral / active EE | $7,000 | $5,127+36.5% | $4,311+62.4% | $5,287+32.4% |
| Admin fee / account holder | $590 | $10,253-94.2% | $7,645-92.3% | $10,133-94.2% |