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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 | $270,886 | $142,409+90.2% | $119,634+126.4% | $134,545+101.3% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -19.03% | -12.46%-6.6pp | -14.98%-4.1pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,248 | $6,468-3.4% | $5,601+11.5% | $6,401-2.4% |
| Admin fee / account holder | $6,738 | $13,594-50.4% | $10,329-34.8% | $11,431-41.1% |