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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 | $256,632 | $157,296+63.2% | $141,191+81.8% | $152,897+67.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.29% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $250 | $5,262-95.2% | $4,736-94.7% | $4,764-94.8% |
| Participant deferral / active EE | $5,000 | $7,111-29.7% | $6,710-25.5% | $5,851-14.6% |
| Admin fee / account holder | $42,440 | $12,125+250.0% | $10,264+313.5% | $11,599+265.9% |