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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 | $299,954 | $125,237+139.5% | $105,608+184.0% | $145,877+105.6% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 9.69% | 225.76%-216.1pp | 116.50%-106.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $290 | $3,720-92.2% | $3,167-90.8% | $4,663-93.8% |
| Participant deferral / active EE | $7,625 | $5,711+33.5% | $5,010+52.2% | $6,691+14.0% |
| Admin fee / account holder | $1,142 | $17,287-93.4% | $11,028-89.6% | $13,402-91.5% |