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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 | $291,877 | $167,353+74.4% | $143,797+103.0% | $134,545+116.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.12% | 0.48%-13.6pp | -0.04%-13.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,101 | $5,620-80.4% | $4,952-77.8% | $4,742-76.8% |
| Participant deferral / active EE | $4,908 | $6,447-23.9% | $5,638-13.0% | $6,401-23.3% |
| Admin fee / account holder | $1,798 | $18,096-90.1% | $14,679-87.8% | $11,431-84.3% |