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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 | $430,349 | $118,488+263.2% | $98,462+337.1% | $139,487+208.5% |
| Participation rate | 55.0% | 77.5%-22.5pp | 75.2%-20.2pp | 80.3%-25.3pp |
| Annual return | 24.18% | 18.96%+5.2pp | 21.17%+3.0pp | 373.84%-349.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,508 | $5,393-53.5% | $4,738-47.1% | $6,713-62.6% |
| Admin fee / account holder | $1,034 | $13,868-92.5% | $8,875-88.3% | $11,407-90.9% |