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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 | $322,727 | $109,905+193.6% | $98,506+227.6% | $167,553+92.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 14.14% | 1960.20%-1946.1pp | 1494.92%-1480.8pp | 478.89%-464.8pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,233 | $4,674+97.5% | $4,277+115.9% | $6,343+45.6% |
| Admin fee / account holder | $2,217 | $6,760-67.2% | $5,955-62.8% | $12,316-82.0% |