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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 | $310,977 | $97,732+218.2% | $83,831+271.0% | $135,380+129.7% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -5.45% | 1287.56%-1293.0pp | 850.99%-856.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,900 | $4,683-38.1% | $4,082-28.9% | $5,609-48.3% |
| Admin fee / account holder | $17,500 | $6,675+162.2% | $5,479+219.4% | $10,828+61.6% |