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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 | $288,378 | $75,935+279.8% | $60,547+376.3% | $125,389+130.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 68.0%-18.0pp | 83.2%-33.2pp |
| Annual return | -1.43% | -5.38%+4.0pp | 335.64%-337.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,495 | $4,506-44.6% | $3,328-25.0% | $5,352-53.4% |
| Admin fee / account holder | $1,188 | $6,768-82.4% | $4,536-73.8% | $9,541-87.5% |