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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 | $272,280 | $86,298+215.5% | $111,308+144.6% | $85,847+217.2% |
| Participation rate | 62.1% | 73.3%-11.3pp | 77.3%-15.3pp | 69.3%-7.3pp |
| Annual return | 25.77% | 19.99%+5.8pp | 54.67%-28.9pp | 318.61%-292.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,355 | $3,641-35.3% | $4,487-47.5% | $3,952-40.4% |
| Admin fee / account holder | $32,290 | $8,189+294.3% | $7,965+305.4% | $6,261+415.8% |