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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 | $261,428 | $138,075+89.3% | $123,552+111.6% | $135,379+93.1% |
| Participation rate | 22.2% | 84.7%-62.5pp | 82.3%-60.1pp | 82.6%-60.4pp |
| Annual return | -2.29% | 153.70%-156.0pp | 119.20%-121.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $267 | $5,152-94.8% | $4,628-94.2% | $4,779-94.4% |
| Participant deferral / active EE | $5,444 | $6,800-19.9% | $6,426-15.3% | $5,609-2.9% |
| Admin fee / account holder | $9,792 | $10,917-10.3% | $9,285+5.5% | $10,828-9.6% |