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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 | $267,743 | $49,164+444.6% | $121,169+121.0% | $75,181+256.1% |
| Participation rate | 50.8% | 55.4%-4.7pp | 69.5%-18.8pp | 67.2%-16.4pp |
| Annual return | 16.20% | 56.03%-39.8pp | 986.71%-970.5pp | 160.69%-144.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,841 | $2,628+46.1% | $4,083-5.9% | $4,126-6.9% |
| Admin fee / account holder | $11,523 | $3,942+192.3% | $5,645+104.1% | $5,650+103.9% |