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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 | $327,022 | $102,595+218.8% | $94,057+247.7% | $154,746+111.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 30.67% | 583.42%-552.7pp | 480.62%-450.0pp | 172.34%-141.7pp |
| Employer contribution / active EE | $39 | $3,147-98.8% | $2,933-98.7% | $4,379-99.1% |
| Participant deferral / active EE | $14,461 | $5,118+182.5% | $4,709+207.1% | $6,730+114.9% |
| Admin fee / account holder | $2,184 | $7,736-71.8% | $7,244-69.9% | $14,365-84.8% |