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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 | $576,993 | $124,425+363.7% | $112,040+415.0% | $137,256+320.4% |
| Participation rate | 9.1% | 79.3%-70.2pp | 76.5%-67.4pp | 80.0%-70.9pp |
| Annual return | 17.07% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,364 | $5,718-58.7% | $5,098-53.6% | $6,407-63.1% |
| Admin fee / account holder | $7,888 | $15,207-48.1% | $12,098-34.8% | $12,270-35.7% |