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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 | $382,488 | $91,179+319.5% | $178,499+114.3% | $79,852+379.0% |
| Participation rate | 58.3% | 69.2%-10.9pp | 81.9%-23.6pp | 69.6%-11.3pp |
| Annual return | 20.94% | 24.19%-3.2pp | 151.10%-130.2pp | 31.72%-10.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,472 | $3,236-23.6% | $5,202-52.5% | $3,740-33.9% |
| Admin fee / account holder | $2,909 | $6,749-56.9% | $13,986-79.2% | $5,306-45.2% |