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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 | $551,692 | $157,304+250.7% | $141,197+290.7% | $152,909+260.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 18.49% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-327.0pp |
| Employer contribution / active EE | $260 | $5,263-95.1% | $4,736-94.5% | $4,764-94.5% |
| Participant deferral / active EE | $6,250 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $355,226 | $12,126+2829.5% | $10,265+3360.6% | $11,601+2962.1% |