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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 | $288,561 | $129,737+122.4% | $119,126+142.2% | $154,746+86.5% |
| Participation rate | 46.2% | 78.9%-32.7pp | 75.8%-29.6pp | 80.7%-34.5pp |
| Annual return | 12.90% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,235 | $5,842+23.8% | $5,318+36.0% | $6,730+7.5% |
| Admin fee / account holder | $43,196 | $11,961+261.1% | $10,693+304.0% | $14,365+200.7% |