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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 | $275,735 | $102,595+168.8% | $94,057+193.2% | $154,746+78.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 16.64% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,008 | $5,118-41.2% | $4,709-36.1% | $6,730-55.3% |
| Admin fee / account holder | $1,183 | $7,736-84.7% | $7,244-83.7% | $14,365-91.8% |