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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 | $294,901 | $289,211+2.0% | $260,467+13.2% | $198,609+48.5% |
| Participation rate | 42.9% | 83.1%-40.2pp | 80.5%-37.6pp | 82.4%-39.5pp |
| Annual return | 15.64% | 112.90%-97.3pp | 100.60%-85.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,495 | $6,812-34.0% | $6,319-28.9% | $6,977-35.6% |
| Admin fee / account holder | $87,546 | $16,236+439.2% | $15,461+466.2% | $19,030+360.0% |