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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 | $88,702+245.5% | $81,780+274.8% | $145,978+110.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 12.17% | 1029.12%-1016.9pp | 776.27%-764.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,742 | $4,645+2.1% | $4,321+9.7% | $6,690-29.1% |
| Admin fee / account holder | $33,835 | $8,414+302.1% | $7,384+358.2% | $13,400+152.5% |