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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 | $180,749+63.2% | $160,784+83.4% | $137,256+114.9% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 15.64% | 2234.46%-2218.8pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,495 | $6,844-34.3% | $6,293-28.6% | $6,407-29.8% |
| Admin fee / account holder | $87,546 | $10,397+742.0% | $9,717+801.0% | $12,270+613.5% |