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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 | $427,902 | $148,623+187.9% | $135,974+214.7% | $139,466+206.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $848 | $5,246-83.8% | $4,859-82.5% | $4,754-82.2% |
| Participant deferral / active EE | $12,047 | $8,103+48.7% | $7,760+55.2% | $6,712+79.5% |
| Admin fee / account holder | $3,146 | $12,406-74.6% | $10,767-70.8% | $11,409-72.4% |