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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 | $264,678 | $138,102+91.7% | $125,381+111.1% | $134,532+96.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.33% | 750.73%-768.1pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,104 | $7,801+3.9% | $7,448+8.8% | $6,401+26.6% |
| Admin fee / account holder | $1,417 | $11,568-87.8% | $10,007-85.8% | $11,429-87.6% |