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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 | $125,184+115.7% | $105,607+155.6% | $145,884+85.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 13.54% | 225.00%-211.5pp | 116.11%-102.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,970 | $5,714-48.0% | $5,011-40.7% | $6,690-55.6% |
| Admin fee / account holder | $190,101 | $17,133+1009.5% | $10,958+1634.8% | $13,392+1319.5% |