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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 | $499,848 | $105,867+372.1% | $90,760+450.7% | $134,532+271.5% |
| Participation rate | 5.9% | 78.3%-72.4pp | 75.7%-69.8pp | 81.2%-75.3pp |
| Annual return | -13.33% | -10.99%-2.3pp | -12.16%-1.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,748 | $5,217-66.5% | $4,565-61.7% | $6,401-72.7% |
| Admin fee / account holder | $64,801 | $13,936+365.0% | $8,444+667.4% | $11,429+467.0% |