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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 | $251,303 | $131,835+90.6% | $108,582+131.4% | $273,972-8.3% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.6%-10.0pp | 83.0%-13.5pp |
| Annual return | 6.00% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,998 | $5,127+17.0% | $4,311+39.1% | $5,287+13.4% |
| Admin fee / account holder | $21,315 | $10,253+107.9% | $7,645+178.8% | $10,133+110.4% |