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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 | $278,122 | $108,912+155.4% | $100,383+177.1% | $145,959+90.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 13.99% | 57.96%-44.0pp | 49.26%-35.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,283 | $8,451+45.3% | $8,086+51.9% | $6,689+83.6% |
| Admin fee / account holder | $19,619 | $9,690+102.5% | $7,900+148.3% | $13,398+46.4% |