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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 | $166,020+63.8% | $164,866+65.0% | $145,959+86.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.19% | 100.08%-89.9pp | 69.97%-59.8pp | 561.95%-551.8pp |
| Employer contribution / active EE | $612 | $5,275-88.4% | $4,343-85.9% | $4,661-86.9% |
| Participant deferral / active EE | $3,795 | $6,961-45.5% | $6,033-37.1% | $6,689-43.3% |
| Admin fee / account holder | $65,019 | $16,644+290.6% | $12,689+412.4% | $13,398+385.3% |