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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 | $286,416 | $106,115+169.9% | $85,969+233.2% | $125,389+128.4% |
| Participation rate | 33.3% | 84.1%-50.7pp | 76.5%-43.2pp | 83.2%-49.9pp |
| Annual return | -1.19% | 13.93%-15.1pp | 9.32%-10.5pp | 282.24%-283.4pp |
| Employer contribution / active EE | $480 | $4,537-89.4% | $3,474-86.2% | $4,866-90.1% |
| Participant deferral / active EE | $5,533 | $4,859+13.9% | $3,829+44.5% | $5,352+3.4% |
| Admin fee / account holder | $16,509 | $8,144+102.7% | $6,053+172.7% | $9,541+73.0% |