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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 | $250,018 | $157,296+58.9% | $141,191+77.1% | $152,897+63.5% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 20.69% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $675 | $5,262-87.2% | $4,736-85.7% | $4,764-85.8% |
| Participant deferral / active EE | $4,640 | $7,111-34.8% | $6,710-30.9% | $5,851-20.7% |
| Admin fee / account holder | $37,572 | $12,125+209.9% | $10,264+266.1% | $11,599+223.9% |