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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 | $269,973 | $126,519+113.4% | $106,201+154.2% | $145,959+85.0% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 13.54% | 225.10%-211.6pp | 116.26%-102.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,970 | $5,716-48.0% | $5,012-40.7% | $6,689-55.6% |
| Admin fee / account holder | $190,101 | $17,312+998.1% | $11,039+1622.0% | $13,398+1318.9% |