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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 | $276,341 | $109,905+151.4% | $98,506+180.5% | $167,553+64.9% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 10.96% | 1960.20%-1949.2pp | 1494.92%-1484.0pp | 478.89%-467.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,211 | $4,674+11.5% | $4,277+21.8% | $6,343-17.8% |
| Admin fee / account holder | $536 | $6,760-92.1% | $5,955-91.0% | $12,316-95.6% |