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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 | $526,672 | $167,522+214.4% | $151,639+247.3% | $134,532+291.5% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -13.58% | 7.81%-21.4pp | 3.34%-16.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $900 | $6,828-86.8% | $6,165-85.4% | $4,741-81.0% |
| Participant deferral / active EE | $5,400 | $8,986-39.9% | $8,363-35.4% | $6,401-15.6% |
| Admin fee / account holder | $162,109 | $13,780+1076.4% | $11,613+1295.9% | $11,429+1318.5% |