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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 | $375,751 | $133,981+180.5% | $112,249+234.7% | $134,532+179.3% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | -13.79% | 47.16%-60.9pp | 27.48%-41.3pp | 418.27%-432.1pp |
| Employer contribution / active EE | $701 | $4,040-82.6% | $3,636-80.7% | $4,741-85.2% |
| Participant deferral / active EE | $3,738 | $5,292-29.4% | $4,729-21.0% | $6,401-41.6% |
| Admin fee / account holder | $41,980 | $7,492+460.3% | $6,412+554.7% | $11,429+267.3% |