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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 | $264,302 | $162,812+62.3% | $133,971+97.3% | $158,966+66.3% |
| Participation rate | 30.4% | 83.2%-52.8pp | 79.8%-49.4pp | 82.0%-51.5pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $227 | $4,976-95.4% | $3,919-94.2% | $4,762-95.2% |
| Participant deferral / active EE | $5,683 | $5,910-3.8% | $5,047+12.6% | $5,983-5.0% |
| Admin fee / account holder | $10,714 | $11,741-8.7% | $8,929+20.0% | $11,250-4.8% |