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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 | $574,830 | $138,114+316.2% | $125,391+358.4% | $134,545+327.2% |
| Participation rate | 52.4% | 84.5%-32.1pp | 82.4%-30.0pp | 81.2%-28.9pp |
| Annual return | -15.04% | 750.88%-765.9pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $330 | $5,246-93.7% | $4,816-93.1% | $4,742-93.0% |
| Participant deferral / active EE | $6,770 | $7,801-13.2% | $7,448-9.1% | $6,401+5.8% |
| Admin fee / account holder | $2,256 | $11,570-80.5% | $10,009-77.5% | $11,431-80.3% |