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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 | $291,864 | $138,076+111.4% | $123,553+136.2% | $135,380+115.6% |
| Participation rate | 30.8% | 84.7%-54.0pp | 82.3%-51.5pp | 82.6%-51.9pp |
| Annual return | -4.16% | 153.70%-157.9pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $85 | $5,152-98.4% | $4,628-98.2% | $4,779-98.2% |
| Participant deferral / active EE | $4,523 | $6,800-33.5% | $6,426-29.6% | $5,609-19.4% |
| Admin fee / account holder | $44,171 | $10,917+304.6% | $9,284+375.7% | $10,828+307.9% |