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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 | $441,039 | $180,466+144.4% | $154,114+186.2% | $135,382+225.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -2.69% | 888.15%-890.8pp | 735.16%-737.9pp | 519.77%-522.5pp |
| Employer contribution / active EE | $453 | $6,035-92.5% | $5,298-91.4% | $4,779-90.5% |
| Participant deferral / active EE | $4,133 | $5,806-28.8% | $5,081-18.6% | $5,609-26.3% |
| Admin fee / account holder | $12,365 | $16,144-23.4% | $13,411-7.8% | $10,829+14.2% |