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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 | $253,695 | $73,518+245.1% | $63,003+302.7% | $147,585+71.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 23.64% | 175.46%-151.8pp | 87.59%-63.9pp | 578.57%-554.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,800 | $4,183+158.2% | $3,329+224.4% | $5,439+98.6% |
| Admin fee / account holder | $1,668 | $5,952-72.0% | $3,600-53.7% | $10,885-84.7% |