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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 | $278,004 | $100,139+177.6% | $85,187+226.3% | $145,884+90.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.87% | 84.15%-69.3pp | 66.67%-51.8pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,246 | $5,296+131.3% | $4,525+170.6% | $6,690+83.1% |
| Admin fee / account holder | $2,567 | $7,262-64.7% | $6,162-58.3% | $13,392-80.8% |