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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 | $448,817 | $133,998+234.9% | $112,263+299.8% | $134,545+233.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -14.68% | 47.17%-61.9pp | 27.49%-42.2pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,869 | $5,292+29.8% | $4,729+45.2% | $6,401+7.3% |
| Admin fee / account holder | $5,958 | $7,493-20.5% | $6,410-7.1% | $11,431-47.9% |