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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 | $481,870 | $156,398+208.1% | $147,318+227.1% | $138,895+246.9% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $475 | $4,853-90.2% | $4,593-89.6% | $4,194-88.7% |
| Participant deferral / active EE | $4,381 | $8,237-46.8% | $7,906-44.6% | $6,396-31.5% |
| Admin fee / account holder | $2,866 | $14,976-80.9% | $13,708-79.1% | $12,562-77.2% |