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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 | $255,963 | $138,102+85.3% | $125,381+104.1% | $134,532+90.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.64% | 750.73%-769.4pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $146 | $5,245-97.2% | $4,815-97.0% | $4,741-96.9% |
| Participant deferral / active EE | $3,166 | $7,801-59.4% | $7,448-57.5% | $6,401-50.5% |
| Admin fee / account holder | $3,192 | $11,568-72.4% | $10,007-68.1% | $11,429-72.1% |