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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 | $315,683 | $138,068+128.6% | $125,358+151.8% | $134,493+134.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.23% | 750.30%-759.5pp | 572.03%-581.3pp | 418.01%-427.2pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,333 | $7,799+58.1% | $7,447+65.6% | $6,400+92.7% |
| Admin fee / account holder | $1,042 | $11,568-91.0% | $10,007-89.6% | $11,425-90.9% |