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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 | $306,502 | $88,754+245.3% | $81,820+274.6% | $145,877+110.1% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 12.17% | 1031.77%-1019.6pp | 777.93%-765.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,742 | $4,648+2.0% | $4,323+9.7% | $6,691-29.1% |
| Admin fee / account holder | $33,835 | $8,424+301.7% | $7,391+357.8% | $13,402+152.5% |