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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 | $330,160 | $88,815+271.7% | $81,882+303.2% | $145,897+126.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 11.14% | 1033.75%-1022.6pp | 779.47%-768.3pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,484 | $4,647-3.5% | $4,323+3.7% | $6,689-33.0% |
| Admin fee / account holder | $2,435 | $8,434-71.1% | $7,360-66.9% | $13,390-81.8% |