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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 | $566,273 | $180,459+213.8% | $154,108+267.5% | $135,380+318.3% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | -7.59% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $567 | $6,035-90.6% | $5,298-89.3% | $4,779-88.1% |
| Participant deferral / active EE | $3,083 | $5,806-46.9% | $5,081-39.3% | $5,609-45.0% |
| Admin fee / account holder | $4,356 | $16,145-73.0% | $13,411-67.5% | $10,828-59.8% |