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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 | $295,627 | $82,678+257.6% | $125,391+135.8% | $68,490+331.6% |
| Participation rate | 46.3% | 75.1%-28.8pp | 82.4%-36.1pp | 67.9%-21.6pp |
| Annual return | -10.62% | -5.97%-4.7pp | 572.41%-583.0pp | -7.85%-2.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,854 | $6,111+12.1% | $7,448-8.0% | $4,028+70.2% |
| Admin fee / account holder | $5,149 | $6,277-18.0% | $10,009-48.6% | $5,403-4.7% |