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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 | $383,848 | $129,737+195.9% | $119,126+222.2% | $154,746+148.1% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 15.01% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.3pp |
| Employer contribution / active EE | $754 | $4,375-82.8% | $4,034-81.3% | $4,379-82.8% |
| Participant deferral / active EE | $4,700 | $5,842-19.5% | $5,318-11.6% | $6,730-30.2% |
| Admin fee / account holder | $3,102 | $11,961-74.1% | $10,693-71.0% | $14,365-78.4% |