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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 | $357,700 | $80,812+342.6% | $160,784+122.5% | $82,448+333.9% |
| Participation rate | 64.3% | 66.2%-1.9pp | 77.0%-12.7pp | 68.1%-3.8pp |
| Annual return | 16.56% | 100.59%-84.0pp | 1803.92%-1787.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,169 | $4,335+111.5% | $6,293+45.7% | $4,139+121.5% |
| Admin fee / account holder | $2,844 | $7,695-63.0% | $9,717-70.7% | $7,234-60.7% |