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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 | $276,971 | $124,314+122.8% | $109,163+153.7% | $167,518+65.3% |
| Participation rate | 65.0% | 79.4%-14.4pp | 75.9%-10.9pp | 82.1%-17.1pp |
| Annual return | 32.84% | 26.04%+6.8pp | 25.75%+7.1pp | 478.71%-445.9pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,379 | $5,256-54.7% | $4,654-48.9% | $6,342-62.5% |
| Admin fee / account holder | $72,902 | $7,973+814.4% | $6,754+979.4% | $12,312+492.1% |