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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 | $509,924 | $111,814+356.0% | $103,378+393.3% | $145,978+249.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.62% | 24.80%-8.2pp | 24.91%-8.3pp | 550.52%-533.9pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,000 | $5,618+149.2% | $5,058+176.8% | $6,690+109.3% |
| Admin fee / account holder | $2,996 | $9,764-69.3% | $8,401-64.3% | $13,400-77.6% |