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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 | $455,553 | $97,732+366.1% | $83,831+443.4% | $135,380+236.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -6.12% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,200 | $4,683-53.0% | $4,082-46.1% | $5,609-60.8% |
| Admin fee / account holder | $2,417 | $6,675-63.8% | $5,479-55.9% | $10,828-77.7% |