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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 | $295,917 | $196,972+50.2% | $182,262+62.4% | $198,609+49.0% |
| Participation rate | 25.0% | 85.7%-60.7pp | 84.2%-59.2pp | 82.4%-57.4pp |
| Annual return | 10.38% | 158.27%-147.9pp | 140.60%-130.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $751 | $5,364-86.0% | $5,046-85.1% | $5,055-85.2% |
| Participant deferral / active EE | $5,183 | $8,643-40.0% | $8,276-37.4% | $6,977-25.7% |
| Admin fee / account holder | $569,046 | $18,429+2987.8% | $16,712+3305.0% | $19,030+2890.2% |