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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 | $438,732 | $102,696+327.2% | $86,235+408.8% | $139,487+214.5% |
| Participation rate | 9.1% | 74.5%-65.4pp | 69.0%-59.9pp | 80.3%-71.2pp |
| Annual return | 16.16% | 1925.91%-1909.7pp | 1170.03%-1153.9pp | 373.84%-357.7pp |
| Employer contribution / active EE | $210 | $3,034-93.1% | $2,381-91.2% | $4,755-95.6% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,775 | $8,667-68.0% | $6,856-59.5% | $11,407-75.7% |