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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 | $373,626 | $211,946+76.3% | $169,452+120.5% | $135,380+176.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 0.69% | 3.26%-2.6pp | 1.83%-1.1pp | 519.81%-519.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,701 | $6,075+76.1% | $5,277+102.8% | $5,609+90.8% |
| Admin fee / account holder | $453,931 | $11,472+3857.0% | $9,110+4883.0% | $10,828+4092.2% |