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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 | $308,628 | $167,362+84.4% | $143,799+114.6% | $134,532+129.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | 3.48% | 0.47%+3.0pp | -0.04%+3.5pp | 418.27%-414.8pp |
| Employer contribution / active EE | $744 | $5,620-86.8% | $4,952-85.0% | $4,741-84.3% |
| Participant deferral / active EE | $5,372 | $6,447-16.7% | $5,638-4.7% | $6,401-16.1% |
| Admin fee / account holder | $8,602 | $18,094-52.5% | $14,677-41.4% | $11,429-24.7% |