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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 | $277,722 | $107,809+157.6% | $97,032+186.2% | $155,188+79.0% |
| Participation rate | 16.7% | 75.5%-58.8pp | 71.6%-54.9pp | 80.8%-64.1pp |
| Annual return | 158.30% | 38.06%+120.2pp | 35.38%+122.9pp | 148.84%+9.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,085 | $5,129-59.3% | $4,672-55.4% | $6,531-68.1% |
| Admin fee / account holder | $1,062 | $10,717-90.1% | $9,418-88.7% | $14,480-92.7% |