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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 | $351,229 | $50,947+589.4% | $74,549+371.1% | $64,173+447.3% |
| Participation rate | 41.9% | 61.1%-19.1pp | 69.1%-27.2pp | 69.6%-27.6pp |
| Annual return | -0.92% | -1.85%+0.9pp | 32.53%-33.5pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,530 | $2,302-33.5% | $3,108-50.8% | $3,470-55.9% |
| Admin fee / account holder | $19,740 | $4,221+367.7% | $5,059+290.2% | $4,887+303.9% |