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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 | $393,532 | $138,078+185.0% | $125,363+213.9% | $134,509+192.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.45% | 750.49%-769.9pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $840 | $5,245-84.0% | $4,815-82.6% | $4,741-82.3% |
| Participant deferral / active EE | $5,349 | $7,800-31.4% | $7,447-28.2% | $6,400-16.4% |
| Admin fee / account holder | $2,666 | $11,566-77.0% | $10,005-73.4% | $11,427-76.7% |