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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 | $320,056 | $102,382+212.6% | $147,005+117.7% | $80,874+295.7% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.2%-18.9pp | 67.6%-4.4pp |
| Annual return | 28.67% | 134.89%-106.2pp | 418.76%-390.1pp | 35.62%-6.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,961 | $6,646+34.8% | $8,070+11.0% | $4,297+108.5% |
| Admin fee / account holder | $3,119 | $7,942-60.7% | $13,006-76.0% | $6,935-55.0% |