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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 | $347,147 | $112,131+209.6% | $95,964+261.7% | $158,982+118.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 14.99% | 171.19%-156.2pp | 91.64%-76.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,066 | $4,784-56.8% | $4,167-50.4% | $5,983-65.5% |
| Admin fee / account holder | $39,733 | $10,136+292.0% | $6,797+484.6% | $11,252+253.1% |