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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 | $326,418 | $109,905+197.0% | $98,506+231.4% | $167,553+94.8% |
| Participation rate | 9.1% | 75.8%-66.7pp | 73.3%-64.3pp | 82.1%-73.0pp |
| Annual return | 12.82% | 1960.20%-1947.4pp | 1494.92%-1482.1pp | 478.89%-466.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,791 | $4,674-40.3% | $4,277-34.7% | $6,343-56.0% |
| Admin fee / account holder | $117,638 | $6,760+1640.2% | $5,955+1875.6% | $12,316+855.1% |