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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 | $274,075 | $99,032+176.8% | $80,022+242.5% | $135,380+102.4% |
| Participation rate | 20.0% | 78.4%-58.4pp | 75.8%-55.8pp | 82.6%-62.6pp |
| Annual return | -7.39% | 15.39%-22.8pp | 11.22%-18.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,700 | $4,282-13.6% | $3,686+0.4% | $5,609-34.0% |
| Admin fee / account holder | $1,049 | $10,436-89.9% | $6,521-83.9% | $10,828-90.3% |