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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 | $251,309 | $72,071+248.7% | $68,368+267.6% | $137,256+83.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 21.83% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,237 | $4,410-3.9% | $4,123+2.8% | $6,407-33.9% |
| Admin fee / account holder | $64,292 | $5,336+1105.0% | $5,150+1148.4% | $12,270+424.0% |