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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 | $364,766 | $138,114+164.1% | $125,391+190.9% | $134,545+171.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -14.31% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $472 | $5,246-91.0% | $4,816-90.2% | $4,742-90.0% |
| Participant deferral / active EE | $11,744 | $7,801+50.5% | $7,448+57.7% | $6,401+83.5% |
| Admin fee / account holder | $2,633 | $11,570-77.2% | $10,009-73.7% | $11,431-77.0% |