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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 | $250,211 | $125,190+99.9% | $105,624+136.9% | $145,897+71.5% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.1pp |
| Annual return | 9.97% | 225.22%-215.2pp | 116.20%-106.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,016 | $5,716+40.2% | $5,013+59.9% | $6,689+19.8% |
| Admin fee / account holder | $8,162 | $17,138-52.4% | $10,961-25.5% | $13,390-39.0% |