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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 | $272,001 | $166,268+63.6% | $165,100+64.7% | $145,897+86.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.19% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $612 | $5,284-88.4% | $4,348-85.9% | $4,663-86.9% |
| Participant deferral / active EE | $3,795 | $6,964-45.5% | $6,035-37.1% | $6,689-43.3% |
| Admin fee / account holder | $65,019 | $16,659+290.3% | $12,696+412.1% | $13,390+385.6% |