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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 | $267,697 | $127,096+110.6% | $105,736+153.2% | $135,380+97.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 76.3%-36.3pp | 82.6%-42.6pp |
| Annual return | -3.95% | 4.49%-8.4pp | 6.27%-10.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $401 | $4,107-90.2% | $3,268-87.7% | $4,779-91.6% |
| Participant deferral / active EE | $4,300 | $5,064-15.1% | $4,080+5.4% | $5,609-23.3% |
| Admin fee / account holder | $3,003 | $9,087-66.9% | $6,913-56.6% | $10,828-72.3% |