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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 | $505,130 | $289,211+74.7% | $260,467+93.9% | $198,609+154.3% |
| Participation rate | 54.5% | 83.1%-28.6pp | 80.5%-25.9pp | 82.4%-27.8pp |
| Annual return | 13.71% | 112.90%-99.2pp | 100.60%-86.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,002 | $6,812-70.6% | $6,319-68.3% | $6,977-71.3% |
| Admin fee / account holder | $43,286 | $16,236+166.6% | $15,461+180.0% | $19,030+127.5% |