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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 | $285,936 | $138,078+107.1% | $125,363+128.1% | $134,509+112.6% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -12.01% | 750.49%-762.5pp | 572.15%-584.2pp | 418.13%-430.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,014 | $7,800-48.5% | $7,447-46.1% | $6,400-37.3% |
| Admin fee / account holder | $2,408 | $11,566-79.2% | $10,005-75.9% | $11,427-78.9% |