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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 | $378,696 | $160,059+136.6% | $140,019+170.5% | $135,380+179.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -4.46% | 911.48%-915.9pp | 651.17%-655.6pp | 519.81%-524.3pp |
| Employer contribution / active EE | $324 | $6,420-95.0% | $5,605-94.2% | $4,779-93.2% |
| Participant deferral / active EE | $3,076 | $7,641-59.7% | $6,927-55.6% | $5,609-45.2% |
| Admin fee / account holder | $19,237 | $13,328+44.3% | $10,705+79.7% | $10,828+77.7% |