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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 | $343,171 | $92,684+270.3% | $82,706+314.9% | $134,509+155.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.66% | 945.84%-963.5pp | 701.76%-719.4pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,250 | $4,800+113.5% | $4,394+133.3% | $6,400+60.1% |
| Admin fee / account holder | $1,933 | $5,982-67.7% | $5,329-63.7% | $11,427-83.1% |