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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 | $347,584 | $138,075+151.7% | $123,552+181.3% | $135,379+156.7% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -5.80% | 153.70%-159.5pp | 119.20%-125.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,883 | $6,800+45.3% | $6,426+53.8% | $5,609+76.2% |
| Admin fee / account holder | $1,048 | $10,917-90.4% | $9,285-88.7% | $10,828-90.3% |