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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 | $455,995 | $97,732+366.6% | $83,831+443.9% | $135,380+236.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -3.78% | 1287.56%-1291.3pp | 850.99%-854.8pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,600 | $4,683-23.1% | $4,082-11.8% | $5,609-35.8% |
| Admin fee / account holder | $1,235 | $6,675-81.5% | $5,479-77.5% | $10,828-88.6% |