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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 | $326,847 | $115,796+182.3% | $101,264+222.8% | $158,950+105.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 10.33% | 56.15%-45.8pp | 46.48%-36.2pp | 302.91%-292.6pp |
| Employer contribution / active EE | $471 | $4,175-88.7% | $3,660-87.1% | $4,762-90.1% |
| Participant deferral / active EE | $1,573 | $4,958-68.3% | $4,370-64.0% | $5,983-73.7% |
| Admin fee / account holder | $90,670 | $7,247+1151.1% | $5,947+1424.7% | $11,248+706.1% |