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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 | $290,713 | $138,102+110.5% | $125,381+131.9% | $134,532+116.1% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -16.75% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $745 | $5,245-85.8% | $4,815-84.5% | $4,741-84.3% |
| Participant deferral / active EE | $2,600 | $7,801-66.7% | $7,448-65.1% | $6,401-59.4% |
| Admin fee / account holder | $68,855 | $11,568+495.2% | $10,007+588.1% | $11,429+502.5% |