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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 | $285,999 | $71,197+301.7% | $93,669+205.3% | $80,925+253.4% |
| Participation rate | 15.4% | 60.4%-45.0pp | 68.7%-53.3pp | 67.7%-52.3pp |
| Annual return | 33545.18% | 11.27%+33533.9pp | 133.59%+33411.6pp | 35.65%+33509.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,019 | $4,036-50.0% | $4,416-54.3% | $4,299-53.0% |
| Admin fee / account holder | $2,630 | $6,959-62.2% | $8,291-68.3% | $6,940-62.1% |