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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 | $252,399 | $76,368+230.5% | $67,681+272.9% | $154,746+63.1% |
| Participation rate | 43.8% | 79.0%-35.2pp | 73.7%-30.0pp | 80.7%-37.0pp |
| Annual return | 21.78% | 1066.77%-1045.0pp | 590.58%-568.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,140 | $4,824-55.6% | $3,976-46.2% | $6,730-68.2% |
| Admin fee / account holder | $1,340 | $8,559-84.3% | $6,100-78.0% | $14,365-90.7% |