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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 | $296,991 | $167,352+77.5% | $143,788+106.5% | $134,509+120.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -16.50% | 0.47%-17.0pp | -0.03%-16.5pp | 418.13%-434.6pp |
| Employer contribution / active EE | $904 | $5,620-83.9% | $4,952-81.7% | $4,741-80.9% |
| Participant deferral / active EE | $5,197 | $6,447-19.4% | $5,638-7.8% | $6,400-18.8% |
| Admin fee / account holder | $141,228 | $18,091+680.6% | $14,675+862.4% | $11,427+1136.0% |