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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 | $266,962 | $107,368+148.6% | $92,915+187.3% | $152,909+74.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 19.68% | 145.64%-126.0pp | 109.45%-89.8pp | 345.46%-325.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,269 | $4,848+29.3% | $4,238+47.9% | $5,851+7.1% |
| Admin fee / account holder | $25,803 | $7,082+264.3% | $5,796+345.2% | $11,601+122.4% |