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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 | $270,652 | $100,938+168.1% | $90,461+199.2% | $158,982+70.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 9.85% | 1727.20%-1717.4pp | 1294.76%-1284.9pp | 302.99%-293.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,479 | $4,350+71.9% | $3,964+88.6% | $5,983+25.0% |
| Admin fee / account holder | $2,165 | $6,510-66.7% | $5,617-61.5% | $11,252-80.8% |