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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 | $317,590 | $133,981+137.0% | $112,249+182.9% | $134,532+136.1% |
| Participation rate | 13.3% | 78.6%-65.2pp | 75.1%-61.7pp | 81.2%-67.9pp |
| Annual return | -17.83% | 47.16%-65.0pp | 27.48%-45.3pp | 418.27%-436.1pp |
| Employer contribution / active EE | $739 | $4,040-81.7% | $3,636-79.7% | $4,741-84.4% |
| Participant deferral / active EE | $1,958 | $5,292-63.0% | $4,729-58.6% | $6,401-69.4% |
| Admin fee / account holder | $4,410 | $7,492-41.1% | $6,412-31.2% | $11,429-61.4% |