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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 | $311,176 | $190,879+63.0% | $160,009+94.5% | $134,532+131.3% |
| Participation rate | 23.5% | 82.0%-58.4pp | 78.0%-54.4pp | 81.2%-57.7pp |
| Annual return | -14.82% | 552.63%-567.5pp | 408.85%-423.7pp | 418.27%-433.1pp |
| Employer contribution / active EE | $308 | $4,995-93.8% | $4,225-92.7% | $4,741-93.5% |
| Participant deferral / active EE | $1,900 | $6,924-72.6% | $6,183-69.3% | $6,401-70.3% |
| Admin fee / account holder | $959 | $10,495-90.9% | $8,715-89.0% | $11,429-91.6% |