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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 | $56,431+353.8% | $130,788+95.8% | $87,485+192.7% |
| Participation rate | 47.2% | 58.9%-11.7pp | 70.1%-22.9pp | 68.9%-21.7pp |
| Annual return | 13.33% | 91.27%-77.9pp | 386.44%-373.1pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,036 | $2,749+119.5% | $4,137+45.9% | $4,274+41.2% |
| Admin fee / account holder | $3,829 | $4,433-13.6% | $6,673-42.6% | $7,775-50.8% |