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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 | $436,529 | $77,901+460.4% | $149,717+191.6% | $75,181+480.6% |
| Participation rate | 51.2% | 65.6%-14.4pp | 78.8%-27.6pp | 67.2%-16.0pp |
| Annual return | 30.73% | 31.73%-1.0pp | 134.41%-103.7pp | 160.69%-130.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,103 | $3,411-38.4% | $5,682-63.0% | $4,126-49.0% |
| Admin fee / account holder | $408 | $5,949-93.1% | $13,213-96.9% | $5,650-92.8% |