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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 | $287,114 | $138,114+107.9% | $125,391+129.0% | $134,545+113.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -15.05% | 750.88%-765.9pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $894 | $5,246-83.0% | $4,816-81.4% | $4,742-81.2% |
| Participant deferral / active EE | $6,089 | $7,801-21.9% | $7,448-18.2% | $6,401-4.9% |
| Admin fee / account holder | $2,797 | $11,570-75.8% | $10,009-72.1% | $11,431-75.5% |