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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 | $256,089 | $52,353+389.2% | $120,225+113.0% | $82,448+210.6% |
| Participation rate | 47.2% | 58.3%-11.1pp | 69.6%-22.4pp | 68.1%-20.8pp |
| Annual return | 13.33% | 61.85%-48.5pp | 439.23%-425.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,036 | $2,627+129.8% | $3,999+50.9% | $4,139+45.8% |
| Admin fee / account holder | $3,829 | $4,363-12.2% | $5,696-32.8% | $7,234-47.1% |