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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 | $271,510 | $97,761+177.7% | $83,850+223.8% | $135,382+100.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -5.97% | 1287.44%-1293.4pp | 850.92%-856.9pp | 519.77%-525.7pp |
| Employer contribution / active EE | $309 | $4,222-92.7% | $3,631-91.5% | $4,779-93.5% |
| Participant deferral / active EE | $6,142 | $4,682+31.2% | $4,082+50.5% | $5,609+9.5% |
| Admin fee / account holder | $1,402 | $6,674-79.0% | $5,478-74.4% | $10,829-87.1% |