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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 | $251,514 | $190,862+31.8% | $159,991+57.2% | $134,509+87.0% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -12.87% | 552.59%-565.5pp | 408.82%-421.7pp | 418.13%-431.0pp |
| Employer contribution / active EE | $600 | $4,995-88.0% | $4,225-85.8% | $4,741-87.3% |
| Participant deferral / active EE | $9,069 | $6,924+31.0% | $6,183+46.7% | $6,400+41.7% |
| Admin fee / account holder | $308 | $10,495-97.1% | $8,715-96.5% | $11,427-97.3% |