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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 | $309,654 | $180,459+71.6% | $154,108+100.9% | $135,380+128.7% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -5.55% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $474 | $6,035-92.2% | $5,298-91.1% | $4,779-90.1% |
| Participant deferral / active EE | $3,131 | $5,806-46.1% | $5,081-38.4% | $5,609-44.2% |
| Admin fee / account holder | $3,272 | $16,145-79.7% | $13,411-75.6% | $10,828-69.8% |