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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 | $129,737+260.0% | $119,126+292.0% | $154,746+201.8% |
| Participation rate | 38.1% | 78.9%-40.8pp | 75.8%-37.7pp | 80.7%-42.6pp |
| Annual return | 15.65% | 379.08%-363.4pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,804 | $5,842-0.7% | $5,318+9.1% | $6,730-13.8% |
| Admin fee / account holder | $2,516 | $11,961-79.0% | $10,693-76.5% | $14,365-82.5% |