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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 | $276,919 | $102,429+170.4% | $147,096+88.3% | $80,925+242.2% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 14.50% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,827 | $6,649+47.8% | $8,071+21.8% | $4,299+128.6% |
| Admin fee / account holder | $16,483 | $7,957+107.2% | $13,005+26.7% | $6,940+137.5% |