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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 | $357,078 | $88,778+302.2% | $81,844+336.3% | $145,884+144.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.75% | 1033.03%-1016.3pp | 778.87%-762.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,500 | $4,648+147.4% | $4,323+166.0% | $6,690+71.9% |
| Admin fee / account holder | $68,111 | $8,430+707.9% | $7,355+826.0% | $13,392+408.6% |