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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 | $305,755 | $180,462+69.4% | $154,111+98.4% | $135,379+125.9% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -7.44% | 888.17%-895.6pp | 735.18%-742.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $900 | $6,036-85.1% | $5,298-83.0% | $4,779-81.2% |
| Participant deferral / active EE | $5,015 | $5,806-13.6% | $5,081-1.3% | $5,609-10.6% |
| Admin fee / account holder | $2,997 | $16,145-81.4% | $13,411-77.7% | $10,828-72.3% |