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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 | $315,663 | $96,678+226.5% | $86,640+264.3% | $139,466+126.3% |
| Participation rate | 8.3% | 74.4%-66.1pp | 71.7%-63.4pp | 80.3%-72.0pp |
| Annual return | 18.87% | 106.69%-87.8pp | 592.52%-573.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $256 | $3,265-92.1% | $3,024-91.5% | $4,754-94.6% |
| Participant deferral / active EE | $1,218 | $4,837-74.8% | $4,438-72.6% | $6,712-81.9% |
| Admin fee / account holder | $45,812 | $6,410+614.7% | $5,616+715.8% | $11,409+301.6% |