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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 | $271,630 | $190,879+42.3% | $160,009+69.8% | $134,532+101.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -16.10% | 552.63%-568.7pp | 408.85%-425.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,843 | $6,924+13.3% | $6,183+26.8% | $6,401+22.5% |
| Admin fee / account holder | $107,334 | $10,495+922.7% | $8,715+1131.6% | $11,429+839.2% |