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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 | $299,366 | $92,798+222.6% | $96,707+209.6% | $137,256+118.1% |
| Participation rate | 23.1% | 81.6%-58.6pp | 80.4%-57.3pp | 80.0%-56.9pp |
| Annual return | 19.82% | 31.24%-11.4pp | 34.78%-15.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,944 | $5,877-66.9% | $5,997-67.6% | $6,407-69.7% |
| Admin fee / account holder | $11,303 | $7,946+42.3% | $7,503+50.7% | $12,270-7.9% |