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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 | $280,955 | $97,761+187.4% | $83,850+235.1% | $135,382+107.5% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -6.57% | 1287.44%-1294.0pp | 850.92%-857.5pp | 519.77%-526.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,100 | $4,682-55.1% | $4,082-48.5% | $5,609-62.6% |
| Admin fee / account holder | $18,506 | $6,674+177.3% | $5,478+237.8% | $10,829+70.9% |