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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 | $449,244 | $88,707+406.4% | $74,184+505.6% | $273,972+64.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.27% | 11.94%-7.7pp | 17.74%-13.5pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,374 | $4,212-43.6% | $3,550-33.1% | $5,287-55.1% |
| Admin fee / account holder | $39,001 | $8,717+347.4% | $5,586+598.2% | $10,133+284.9% |