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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 | $289,986 | $93,117+211.4% | $77,096+276.1% | $134,532+115.6% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -18.71% | 62.67%-81.4pp | 42.35%-61.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,935 | $5,241+89.6% | $4,429+124.3% | $6,401+55.2% |
| Admin fee / account holder | $1,053 | $6,948-84.8% | $5,428-80.6% | $11,429-90.8% |