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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 | $322,957 | $87,546+268.9% | $75,784+326.2% | $125,389+157.6% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | 1.04% | 13.49%-12.4pp | 9.68%-8.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,305 | $4,230-45.5% | $3,652-36.9% | $5,352-56.9% |
| Admin fee / account holder | $3,344 | $6,503-48.6% | $5,300-36.9% | $9,541-65.0% |