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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 | $289,453 | $152,542+89.8% | $117,498+146.3% | $134,509+115.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -17.77% | 53.02%-70.8pp | 29.75%-47.5pp | 418.13%-435.9pp |
| Employer contribution / active EE | $50 | $5,574-99.1% | $4,178-98.8% | $4,741-98.9% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,096 | $7,006-41.5% | $5,646-27.5% | $11,427-64.2% |