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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 | $297,920 | $138,114+115.7% | $125,391+137.6% | $134,545+121.4% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -19.08% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,018 | $7,801+54.1% | $7,448+61.4% | $6,401+87.7% |
| Admin fee / account holder | $3,300 | $11,570-71.5% | $10,009-67.0% | $11,431-71.1% |