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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 | $286,116 | $67,823+321.9% | $52,425+445.8% | $137,256+108.5% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 12.67% | 219.11%-206.4pp | 302.12%-289.4pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $578 | $2,288-74.7% | $1,790-67.7% | $6,407-91.0% |
| Admin fee / account holder | $3,475 | $2,844+22.2% | $2,495+39.3% | $12,270-71.7% |