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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 | $271,875 | $68,398+297.5% | $94,664+187.2% | $75,173+261.7% |
| Participation rate | 64.4% | 76.1%-11.6pp | 80.8%-16.4pp | 67.2%-2.8pp |
| Annual return | 21.20% | 616.72%-595.5pp | 156.84%-135.6pp | 160.72%-139.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,300 | $6,537+42.3% | $7,417+25.4% | $4,126+125.4% |
| Admin fee / account holder | $1,070 | $5,324-79.9% | $7,222-85.2% | $5,651-81.1% |