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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 | $292,760 | $102,385+185.9% | $147,080+99.0% | $80,935+261.7% |
| Participation rate | 68.4% | 75.9%-7.4pp | 82.2%-13.8pp | 67.7%+0.8pp |
| Annual return | 15.90% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,338 | $6,651+115.6% | $8,066+77.8% | $4,299+233.5% |
| Admin fee / account holder | $1,203 | $7,951-84.9% | $12,989-90.7% | $6,924-82.6% |