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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 | $296,643 | $190,879+55.4% | $160,009+85.4% | $134,532+120.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -8.61% | 552.63%-561.2pp | 408.85%-417.5pp | 418.27%-426.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,853 | $6,924+114.5% | $6,183+140.2% | $6,401+132.0% |
| Admin fee / account holder | $68,578 | $10,495+553.4% | $8,715+686.9% | $11,429+500.1% |