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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 | $302,916 | $180,459+67.9% | $154,108+96.6% | $135,380+123.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.30% | 888.21%-893.5pp | 735.21%-740.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $999 | $6,035-83.4% | $5,298-81.1% | $4,779-79.1% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $4,673 | $16,145-71.1% | $13,411-65.2% | $10,828-56.8% |