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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 | $416,155 | $124,330+234.7% | $109,173+281.2% | $167,536+148.4% |
| Participation rate | 58.3% | 79.5%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 10.68% | 26.04%-15.4pp | 25.75%-15.1pp | 478.82%-468.1pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,895 | $5,256+12.2% | $4,654+26.7% | $6,342-7.0% |
| Admin fee / account holder | $177,074 | $7,974+2120.6% | $6,755+2521.4% | $12,315+1337.9% |