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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 | $253,749 | $142,409+78.2% | $119,634+112.1% | $134,545+88.6% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.3%-20.9pp | 81.2%-22.9pp |
| Annual return | -18.62% | -12.46%-6.2pp | -14.98%-3.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $788 | $5,224-84.9% | $4,232-81.4% | $4,742-83.4% |
| Participant deferral / active EE | $7,750 | $6,468+19.8% | $5,601+38.4% | $6,401+21.1% |
| Admin fee / account holder | $1,065 | $13,594-92.2% | $10,329-89.7% | $11,431-90.7% |