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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 | $125,190+115.7% | $105,624+155.6% | $145,897+85.0% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 13.54% | 225.22%-211.7pp | 116.20%-102.7pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,970 | $5,716-48.0% | $5,013-40.7% | $6,689-55.6% |
| Admin fee / account holder | $190,101 | $17,138+1009.2% | $10,961+1634.3% | $13,390+1319.7% |