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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 | $362,297 | $138,078+162.4% | $125,363+189.0% | $134,509+169.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.76% | 750.49%-762.3pp | 572.15%-583.9pp | 418.13%-429.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,108 | $7,800+29.6% | $7,447+35.7% | $6,400+57.9% |
| Admin fee / account holder | $4,372 | $11,566-62.2% | $10,005-56.3% | $11,427-61.7% |