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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 | $254,599 | $180,462+41.1% | $154,111+65.2% | $135,379+88.1% |
| Participation rate | 18.2% | 87.4%-69.2pp | 83.0%-64.9pp | 82.6%-64.5pp |
| Annual return | -3.67% | 888.17%-891.8pp | 735.18%-738.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $873 | $6,036-85.5% | $5,298-83.5% | $4,779-81.7% |
| Participant deferral / active EE | $2,318 | $5,806-60.1% | $5,081-54.4% | $5,609-58.7% |
| Admin fee / account holder | $1,790 | $16,145-88.9% | $13,411-86.7% | $10,828-83.5% |