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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 | $296,254 | $88,778+233.7% | $81,844+262.0% | $145,884+103.1% |
| Participation rate | 42.1% | 75.1%-33.0pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 23.91% | 1033.03%-1009.1pp | 778.87%-755.0pp | 551.85%-527.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,001 | $4,648-56.9% | $4,323-53.7% | $6,690-70.1% |
| Admin fee / account holder | $91,993 | $8,430+991.2% | $7,355+1150.7% | $13,392+586.9% |