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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 | $286,248 | $92,766+208.6% | $82,763+245.9% | $134,545+112.8% |
| Participation rate | 5.9% | 75.2%-69.3pp | 72.6%-66.7pp | 81.2%-75.4pp |
| Annual return | -20.58% | 946.97%-967.6pp | 702.45%-723.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,588 | $4,802-66.9% | $4,395-63.9% | $6,401-75.2% |
| Admin fee / account holder | $859 | $5,978-85.6% | $5,325-83.9% | $11,431-92.5% |