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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 | $326,123 | $159,934+103.9% | $147,005+121.8% | $145,959+123.4% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 23.94% | 98.24%-74.3pp | 418.76%-394.8pp | 561.95%-538.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,780 | $8,427-55.1% | $8,070-53.2% | $6,689-43.5% |
| Admin fee / account holder | $2,381 | $15,053-84.2% | $13,006-81.7% | $13,398-82.2% |