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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 | $721,428 | $154,193+367.9% | $130,045+454.8% | $139,466+417.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 12.33% | 32.51%-20.2pp | -137.30%+149.6pp | 373.66%-361.3pp |
| Employer contribution / active EE | $743 | $5,292-86.0% | $4,321-82.8% | $4,754-84.4% |
| Participant deferral / active EE | $11,000 | $6,709+64.0% | $5,820+89.0% | $6,712+63.9% |
| Admin fee / account holder | $3,263 | $13,989-76.7% | $10,600-69.2% | $11,409-71.4% |