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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 | $369,771 | $90,530+308.5% | $76,030+386.3% | $145,897+153.4% |
| Participation rate | 22.2% | 74.4%-52.2pp | 69.1%-46.8pp | 80.3%-58.1pp |
| Annual return | 12.64% | 625.08%-612.4pp | 361.54%-348.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $498 | $3,319-85.0% | $2,688-81.5% | $4,663-89.3% |
| Participant deferral / active EE | $1,592 | $5,164-69.2% | $4,257-62.6% | $6,689-76.2% |
| Admin fee / account holder | $91,065 | $8,383+986.3% | $6,421+1318.3% | $13,390+580.1% |