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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 | $319,842 | $125,184+155.5% | $105,607+202.9% | $145,884+119.2% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 15.25% | 225.00%-209.8pp | 116.11%-100.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $636 | $3,720-82.9% | $3,167-79.9% | $4,662-86.4% |
| Participant deferral / active EE | $4,688 | $5,714-18.0% | $5,011-6.5% | $6,690-29.9% |
| Admin fee / account holder | $160,132 | $17,133+834.6% | $10,958+1361.3% | $13,392+1095.7% |