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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 | $274,902 | $138,102+99.1% | $125,381+119.3% | $134,532+104.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -15.89% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,425 | $7,801+8.0% | $7,448+13.1% | $6,401+31.6% |
| Admin fee / account holder | $2,872 | $11,568-75.2% | $10,007-71.3% | $11,429-74.9% |