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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 | $333,679 | $138,102+141.6% | $125,381+166.1% | $134,532+148.0% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -17.53% | 750.73%-768.3pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $810 | $5,245-84.6% | $4,815-83.2% | $4,741-82.9% |
| Participant deferral / active EE | $2,550 | $7,801-67.3% | $7,448-65.8% | $6,401-60.2% |
| Admin fee / account holder | $4,812 | $11,568-58.4% | $10,007-51.9% | $11,429-57.9% |