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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 | $250,193 | $124,336+101.2% | $111,303+124.8% | $167,518+49.4% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 12.68% | 37.45%-24.8pp | 54.66%-42.0pp | 478.71%-466.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,623 | $5,181-10.8% | $4,487+3.0% | $6,342-27.1% |
| Admin fee / account holder | $12,247 | $10,623+15.3% | $7,966+53.7% | $12,312-0.5% |