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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 | $251,625 | $102,385+145.8% | $147,080+71.1% | $80,935+210.9% |
| Participation rate | 62.0% | 75.9%-13.9pp | 82.2%-20.2pp | 67.7%-5.7pp |
| Annual return | 15.17% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,345 | $6,651+40.5% | $8,066+15.9% | $4,299+117.4% |
| Admin fee / account holder | $26,216 | $7,951+229.7% | $12,989+101.8% | $6,924+278.6% |