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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 | $275,311 | $111,878+146.1% | $93,727+193.7% | $145,897+88.7% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.4pp |
| Annual return | 24.40% | 204.28%-179.9pp | 133.83%-109.4pp | 552.29%-527.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,101 | $4,920-57.3% | $4,417-52.4% | $6,689-68.6% |
| Admin fee / account holder | $10,524 | $10,256+2.6% | $8,292+26.9% | $13,390-21.4% |