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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 | $340,620 | $118,877+186.5% | $96,570+252.7% | $167,536+103.3% |
| Participation rate | 69.2% | 75.5%-6.3pp | 69.8%-0.6pp | 82.1%-12.9pp |
| Annual return | 13.34% | 50.50%-37.2pp | 37.79%-24.5pp | 478.82%-465.5pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,103 | $4,617-11.1% | $3,849+6.6% | $6,342-35.3% |
| Admin fee / account holder | $848 | $8,069-89.5% | $6,182-86.3% | $12,315-93.1% |