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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 | $343,229 | $93,098+268.7% | $77,081+345.3% | $134,509+155.2% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -5.62% | 62.63%-68.3pp | 42.33%-47.9pp | 418.13%-423.8pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,867 | $5,239-64.4% | $4,428-57.8% | $6,400-70.8% |
| Admin fee / account holder | $3,259 | $6,945-53.1% | $5,427-39.9% | $11,427-71.5% |