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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 | $436,677 | $162,529+168.7% | $130,788+233.9% | $154,746+182.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 19.05% | 510.48%-491.4pp | 386.44%-367.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,833 | $4,808+21.3% | $4,137+41.0% | $6,730-13.3% |
| Admin fee / account holder | $2,102 | $7,669-72.6% | $6,673-68.5% | $14,365-85.4% |