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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 | $300,314 | $156,963+91.3% | $121,204+147.8% | $139,466+115.3% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 21.63% | 1476.75%-1455.1pp | 987.18%-965.6pp | 373.66%-352.0pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,600 | $4,848+98.0% | $4,083+135.1% | $6,712+43.0% |
| Admin fee / account holder | $1,350 | $6,953-80.6% | $5,651-76.1% | $11,409-88.2% |