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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 | $266,965 | $100,805+164.8% | $86,698+207.9% | $134,532+98.4% |
| Participation rate | 36.4% | 79.0%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,828 | $5,339-47.0% | $4,656-39.3% | $6,401-55.8% |
| Admin fee / account holder | $29,119 | $10,925+166.5% | $7,493+288.6% | $11,429+154.8% |