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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 | $272,702 | $152,619+78.7% | $125,195+117.8% | $152,909+78.3% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.5%-13.7pp |
| Annual return | 17.02% | 54.85%-37.8pp | 43.79%-26.8pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,371 | $5,869-59.6% | $4,937-52.0% | $5,851-59.5% |
| Admin fee / account holder | $43,789 | $13,437+225.9% | $9,704+351.2% | $11,601+277.5% |