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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 | $283,288 | $180,462+57.0% | $154,111+83.8% | $135,379+109.3% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -4.61% | 888.17%-892.8pp | 735.18%-739.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $569 | $6,036-90.6% | $5,298-89.3% | $4,779-88.1% |
| Participant deferral / active EE | $2,872 | $5,806-50.5% | $5,081-43.5% | $5,609-48.8% |
| Admin fee / account holder | $591 | $16,145-96.3% | $13,411-95.6% | $10,828-94.5% |