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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 | $259,554 | $138,072+88.0% | $123,549+110.1% | $135,382+91.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.18% | 153.69%-156.9pp | 119.20%-122.4pp | 519.77%-523.0pp |
| Employer contribution / active EE | $833 | $5,152-83.8% | $4,628-82.0% | $4,779-82.6% |
| Participant deferral / active EE | $12,250 | $6,799+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $1,774 | $10,917-83.8% | $9,284-80.9% | $10,829-83.6% |