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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 | $292,894 | $175,646+66.8% | $129,118+126.8% | $134,532+117.7% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.2%-37.2pp | 81.2%-41.2pp |
| Annual return | -12.88% | -11.39%-1.5pp | -10.94%-1.9pp | 418.27%-431.1pp |
| Employer contribution / active EE | $712 | $6,355-88.8% | $5,051-85.9% | $4,741-85.0% |
| Participant deferral / active EE | $4,992 | $7,970-37.4% | $6,539-23.7% | $6,401-22.0% |
| Admin fee / account holder | $4,442 | $23,578-81.2% | $14,305-68.9% | $11,429-61.1% |