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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 | $283,421 | $180,749+56.8% | $160,784+76.3% | $137,256+106.5% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.0%-31.5pp | 80.0%-34.5pp |
| Annual return | 14.18% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,584 | $6,844-18.4% | $6,293-11.3% | $6,407-12.8% |
| Admin fee / account holder | $83,489 | $10,397+703.0% | $9,717+759.2% | $12,270+580.4% |