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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 | $275,307 | $107,363+156.4% | $92,909+196.3% | $152,897+80.1% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 23.41% | 145.63%-122.2pp | 109.44%-86.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $240 | $4,222-94.3% | $3,653-93.4% | $4,764-95.0% |
| Participant deferral / active EE | $2,204 | $4,848-54.5% | $4,238-48.0% | $5,851-62.3% |
| Admin fee / account holder | $209,991 | $7,082+2865.3% | $5,795+3523.6% | $11,599+1710.4% |