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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 | $426,177 | $116,190+266.8% | $93,614+355.2% | $152,885+178.8% |
| Participation rate | 33.3% | 78.0%-44.7pp | 75.8%-42.5pp | 82.5%-49.1pp |
| Annual return | 112.61% | 35.96%+76.6pp | 32.76%+79.9pp | 345.39%-232.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,333 | $4,604+81.0% | $4,069+104.8% | $5,851+42.4% |
| Admin fee / account holder | $1,095 | $10,749-89.8% | $7,889-86.1% | $11,598-90.6% |