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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 | $330,920 | $88,754+272.9% | $81,820+304.4% | $145,877+126.8% |
| Participation rate | 7.1% | 75.1%-67.9pp | 72.4%-65.2pp | 80.3%-73.2pp |
| Annual return | 12.90% | 1031.77%-1018.9pp | 777.93%-765.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $330 | $3,085-89.3% | $2,915-88.7% | $4,663-92.9% |
| Participant deferral / active EE | $1,525 | $4,648-67.2% | $4,323-64.7% | $6,691-77.2% |
| Admin fee / account holder | $51,620 | $8,424+512.8% | $7,391+598.5% | $13,402+285.2% |