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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 | $288,123 | $84,685+240.2% | $73,836+290.2% | $125,389+129.8% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -2.54% | 3123.80%-3126.3pp | 2268.06%-2270.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,350 | $3,993+9.0% | $3,583+21.4% | $5,352-18.7% |
| Admin fee / account holder | $3,304 | $5,694-42.0% | $4,882-32.3% | $9,541-65.4% |