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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 | $259,458 | $73,546+252.8% | $63,018+311.7% | $147,586+75.8% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.8%-49.8pp | 82.8%-57.8pp |
| Annual return | 12.48% | 175.56%-163.1pp | 87.62%-75.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $14,250 | $4,185+240.5% | $3,330+328.0% | $5,439+162.0% |
| Admin fee / account holder | $3,396 | $5,956-43.0% | $3,601-5.7% | $10,886-68.8% |