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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 | $277,865 | $111,785+148.6% | $93,669+196.6% | $145,877+90.5% |
| Participation rate | 10.0% | 74.2%-64.2pp | 68.7%-58.7pp | 80.3%-70.3pp |
| Annual return | 8.94% | 203.79%-194.8pp | 133.59%-124.7pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,367 | $4,919-51.9% | $4,416-46.4% | $6,691-64.6% |
| Admin fee / account holder | $22,102 | $10,256+115.5% | $8,291+166.6% | $13,402+64.9% |