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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 | $474,828 | $138,114+243.8% | $125,391+278.7% | $134,545+252.9% |
| Participation rate | 39.1% | 84.5%-45.4pp | 82.4%-43.3pp | 81.2%-42.1pp |
| Annual return | -19.56% | 750.88%-770.4pp | 572.41%-592.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $559 | $5,246-89.3% | $4,816-88.4% | $4,742-88.2% |
| Participant deferral / active EE | $11,606 | $7,801+48.8% | $7,448+55.8% | $6,401+81.3% |
| Admin fee / account holder | $33,428 | $11,570+188.9% | $10,009+234.0% | $11,431+192.4% |