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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 | $268,501 | $138,114+94.4% | $125,391+114.1% | $134,545+99.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.52% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,209 | $7,801+18.0% | $7,448+23.6% | $6,401+43.9% |
| Admin fee / account holder | $80,264 | $11,570+593.7% | $10,009+701.9% | $11,431+602.2% |