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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 | $281,456 | $114,093+146.7% | $96,171+192.7% | $167,536+68.0% |
| Participation rate | 69.2% | 75.1%-5.8pp | 68.4%+0.8pp | 82.1%-12.9pp |
| Annual return | 22.79% | 190.00%-167.2pp | 192.04%-169.3pp | 478.82%-456.0pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,208 | $5,197+19.5% | $4,350+42.7% | $6,342-2.1% |
| Admin fee / account holder | $11,111 | $6,899+61.0% | $5,538+100.6% | $12,315-9.8% |