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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 | $373,480 | $81,870+356.2% | $119,634+212.2% | $68,490+445.3% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-23.0pp | 67.9%-11.6pp |
| Annual return | -12.52% | -23.82%+11.3pp | -14.98%+2.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,211 | $4,148-46.7% | $5,601-60.5% | $4,028-45.1% |
| Admin fee / account holder | $28,597 | $6,583+334.4% | $10,329+176.9% | $5,403+429.3% |