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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 | $253,959 | $127,387+99.4% | $115,038+120.8% | $125,389+102.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.84% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $788 | $5,166-84.7% | $4,608-82.9% | $4,866-83.8% |
| Participant deferral / active EE | $8,250 | $6,423+28.4% | $6,026+36.9% | $5,352+54.2% |
| Admin fee / account holder | $3,914 | $9,516-58.9% | $8,175-52.1% | $9,541-59.0% |