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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 | $525,525 | $81,276+546.6% | $155,574+237.8% | $80,925+549.4% |
| Participation rate | 44.2% | 66.2%-22.0pp | 78.2%-34.0pp | 67.7%-23.4pp |
| Annual return | 26.43% | 33.36%-6.9pp | 64.87%-38.4pp | 35.65%-9.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,791 | $3,453-48.1% | $5,629-68.2% | $4,299-58.3% |
| Admin fee / account holder | $9,309 | $7,993+16.5% | $15,914-41.5% | $6,940+34.1% |