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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 | $362,965 | $102,422+254.4% | $147,117+146.7% | $80,959+348.3% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 25.42% | 135.16%-109.7pp | 420.54%-395.1pp | 35.67%-10.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,926 | $6,652+169.5% | $8,065+122.3% | $4,300+316.9% |
| Admin fee / account holder | $29,453 | $7,953+270.3% | $12,993+126.7% | $6,925+325.3% |