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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 | $277,219 | $106,267+160.9% | $96,520+187.2% | $139,456+98.8% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 13.27% | 38.45%-25.2pp | 35.72%-22.4pp | 373.45%-360.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,442 | $5,454-18.6% | $4,879-8.9% | $6,711-33.8% |
| Admin fee / account holder | $36,508 | $7,882+363.2% | $6,733+442.2% | $11,407+220.1% |