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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 | $319,126 | $102,595+211.1% | $94,057+239.3% | $154,746+106.2% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 14.16% | 583.42%-569.3pp | 480.62%-466.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $261 | $3,147-91.7% | $2,933-91.1% | $4,379-94.0% |
| Participant deferral / active EE | $5,167 | $5,118+0.9% | $4,709+9.7% | $6,730-23.2% |
| Admin fee / account holder | $808 | $7,736-89.6% | $7,244-88.9% | $14,365-94.4% |