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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 | $279,433 | $180,749+54.6% | $160,784+73.8% | $137,256+103.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.50% | 2234.46%-2219.0pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,875 | $6,844-72.6% | $6,293-70.2% | $6,407-70.7% |
| Admin fee / account holder | $92,848 | $10,397+793.0% | $9,717+855.5% | $12,270+656.7% |