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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 | $318,115 | $111,785+184.6% | $93,669+239.6% | $145,877+118.1% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 12.73% | 203.79%-191.1pp | 133.59%-120.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $44 | $3,096-98.6% | $2,424-98.2% | $4,663-99.1% |
| Participant deferral / active EE | $3,688 | $4,919-25.0% | $4,416-16.5% | $6,691-44.9% |
| Admin fee / account holder | $1,078 | $10,256-89.5% | $8,291-87.0% | $13,402-92.0% |