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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 | $88,754+233.8% | $81,820+262.1% | $145,877+103.1% |
| Participation rate | 42.1% | 75.1%-33.0pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 23.91% | 1031.77%-1007.9pp | 777.93%-754.0pp | 551.28%-527.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,001 | $4,648-56.9% | $4,323-53.7% | $6,691-70.1% |
| Admin fee / account holder | $91,993 | $8,424+992.1% | $7,391+1144.7% | $13,402+586.4% |