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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 | $273,471 | $211,946+29.0% | $169,452+61.4% | $135,379+102.0% |
| Participation rate | 36.8% | 82.6%-45.8pp | 77.8%-40.9pp | 82.6%-45.8pp |
| Annual return | -7.90% | 3.26%-11.2pp | 1.83%-9.7pp | 519.79%-527.7pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,688 | $6,075-22.8% | $5,277-11.2% | $5,609-16.4% |
| Admin fee / account holder | $1,614 | $11,472-85.9% | $9,110-82.3% | $10,828-85.1% |