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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 | $260,613 | $100,811+158.5% | $86,698+200.6% | $134,545+93.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.66% | 29.11%-44.8pp | 35.96%-51.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,797 | $5,339-28.9% | $4,656-18.5% | $6,401-40.7% |
| Admin fee / account holder | $10,485 | $10,926-4.0% | $7,492+39.9% | $11,431-8.3% |