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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 | $466,989 | $134,817+246.4% | $123,973+276.7% | $155,188+200.9% |
| Participation rate | 38.1% | 79.4%-41.3pp | 76.7%-38.6pp | 80.8%-42.7pp |
| Annual return | 15.65% | 515.49%-499.8pp | 388.13%-372.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,804 | $5,706+1.7% | $5,247+10.6% | $6,531-11.1% |
| Admin fee / account holder | $2,516 | $13,245-81.0% | $11,799-78.7% | $14,480-82.6% |