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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 | $294,487 | $106,008+177.8% | $92,240+219.3% | $147,586+99.5% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 12.94% | 50.05%-37.1pp | 176.29%-163.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,262 | $4,478-27.2% | $3,897-16.3% | $5,439-40.0% |
| Admin fee / account holder | $3,428 | $6,333-45.9% | $5,194-34.0% | $10,886-68.5% |