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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 | $326,416 | $105,210+210.3% | $159,487+104.7% | $85,851+280.2% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.8%-15.1pp | 69.3%-1.6pp |
| Annual return | 18.22% | 45.08%-26.9pp | 263.71%-245.5pp | 318.63%-300.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,157 | $5,946+37.2% | $7,354+10.9% | $3,952+106.4% |
| Admin fee / account holder | $26,150 | $6,934+277.1% | $10,804+142.0% | $6,261+317.7% |