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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 | $378,206 | $97,125+289.4% | $86,233+338.6% | $137,256+175.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 19.53% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $53,421 | $5,180+931.4% | $4,559+1071.7% | $6,407+733.8% |
| Admin fee / account holder | $120,100 | $9,725+1135.0% | $8,342+1339.7% | $12,270+878.8% |