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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 | $299,226 | $86,294+246.8% | $111,303+168.8% | $85,856+248.5% |
| Participation rate | 56.8% | 73.3%-16.6pp | 77.3%-20.6pp | 69.3%-12.6pp |
| Annual return | 20.74% | 19.99%+0.8pp | 54.66%-33.9pp | 318.58%-297.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,473 | $3,641+132.7% | $4,487+88.8% | $3,952+114.4% |
| Admin fee / account holder | $20,684 | $8,189+152.6% | $7,966+159.7% | $6,261+230.4% |