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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 | $774,907 | $133,998+478.3% | $112,263+590.3% | $134,545+475.9% |
| Participation rate | 10.0% | 78.6%-68.6pp | 75.1%-65.1pp | 81.2%-71.2pp |
| Annual return | -18.30% | 47.17%-65.5pp | 27.49%-45.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,664 | $5,292-49.7% | $4,729-43.7% | $6,401-58.4% |
| Admin fee / account holder | $5,012 | $7,493-33.1% | $6,410-21.8% | $11,431-56.2% |