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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 | $314,658 | $117,895+166.9% | $102,460+207.1% | $145,897+115.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.00% | 31.92%-18.9pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,355 | $5,736-58.9% | $5,056-53.4% | $6,689-64.8% |
| Admin fee / account holder | $29,150 | $13,353+118.3% | $9,460+208.1% | $13,390+117.7% |