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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 | $270,709 | $63,346+327.4% | $92,239+193.5% | $70,124+286.0% |
| Participation rate | 20.0% | 68.7%-48.7pp | 76.5%-56.5pp | 69.5%-49.5pp |
| Annual return | 14.15% | 530.19%-516.0pp | 176.29%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,215 | $2,854+187.9% | $3,897+110.8% | $3,332+146.6% |
| Admin fee / account holder | $24,676 | $3,841+542.5% | $5,194+375.1% | $4,645+431.2% |