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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 | $250,265 | $105,158+138.0% | $94,672+164.3% | $139,487+79.4% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 21.15% | 38.11%-17.0pp | 156.89%-135.7pp | 373.84%-352.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $25,022 | $7,599+229.3% | $7,417+237.3% | $6,713+272.8% |
| Admin fee / account holder | $8,722 | $8,972-2.8% | $7,222+20.8% | $11,407-23.5% |