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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 | $275,964 | $138,114+99.8% | $125,391+120.1% | $134,545+105.1% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.1pp | 81.2%-27.9pp |
| Annual return | -15.45% | 750.88%-766.3pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,493 | $7,801-3.9% | $7,448+0.6% | $6,401+17.1% |
| Admin fee / account holder | $6,265 | $11,570-45.9% | $10,009-37.4% | $11,431-45.2% |