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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 | $362,543 | $167,362+116.6% | $143,799+152.1% | $134,532+169.5% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -19.08% | 0.47%-19.6pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $6 | $5,620-99.9% | $4,952-99.9% | $4,741-99.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $171,969 | $18,094+850.4% | $14,677+1071.7% | $11,429+1404.7% |