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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 | $264,650 | $114,119+131.9% | $107,187+146.9% | $138,895+90.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 16.97% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,990 | $5,538+44.3% | $5,096+56.8% | $6,396+24.9% |
| Admin fee / account holder | $50,118 | $10,024+400.0% | $9,162+447.0% | $12,562+299.0% |