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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 | $391,383 | $93,098+320.4% | $77,081+407.8% | $134,509+191.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -17.89% | 62.63%-80.5pp | 42.33%-60.2pp | 418.13%-436.0pp |
| Employer contribution / active EE | $117 | $3,419-96.6% | $2,813-95.9% | $4,741-97.5% |
| Participant deferral / active EE | $10,242 | $5,239+95.5% | $4,428+131.3% | $6,400+60.0% |
| Admin fee / account holder | $19,131 | $6,945+175.5% | $5,427+252.5% | $11,427+67.4% |