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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 | $313,484 | $92,766+237.9% | $82,763+278.8% | $134,545+133.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -17.70% | 946.97%-964.7pp | 702.45%-720.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,808 | $4,802+145.9% | $4,395+168.7% | $6,401+84.5% |
| Admin fee / account holder | $4,962 | $5,978-17.0% | $5,325-6.8% | $11,431-56.6% |