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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 | $262,071 | $125,237+109.3% | $105,608+148.2% | $145,877+79.7% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 12.87% | 225.76%-212.9pp | 116.50%-103.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,871 | $5,711-67.2% | $5,010-62.6% | $6,691-72.0% |
| Admin fee / account holder | $4,822 | $17,287-72.1% | $11,028-56.3% | $13,402-64.0% |