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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 | $371,923 | $73,787+404.1% | $98,716+276.8% | $82,448+351.1% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 16.47% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $84 | $1,511-94.5% | $2,279-96.3% | $2,551-96.7% |
| Participant deferral / active EE | $4,566 | $3,081+48.2% | $4,048+12.8% | $4,139+10.3% |
| Admin fee / account holder | $115,718 | $6,500+1680.2% | $8,703+1229.7% | $7,234+1499.6% |