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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 | $359,866 | $171,492+109.8% | $150,734+138.7% | $198,609+81.2% |
| Participation rate | 37.5% | 81.4%-43.9pp | 78.4%-40.9pp | 82.4%-44.9pp |
| Annual return | 13.69% | 804.70%-791.0pp | 600.81%-587.1pp | 202.70%-189.0pp |
| Employer contribution / active EE | $1,166 | $5,470-78.7% | $4,918-76.3% | $5,055-76.9% |
| Participant deferral / active EE | $7,739 | $6,259+23.6% | $5,610+38.0% | $6,977+10.9% |
| Admin fee / account holder | $342,745 | $17,628+1844.3% | $14,905+2199.5% | $19,030+1701.0% |