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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 | $266,916 | $65,566+307.1% | $86,235+209.5% | $75,177+255.0% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 16.19% | 46.07%-29.9pp | 1170.03%-1153.8pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,230 | $3,023-26.2% | $3,987-44.1% | $4,126-46.0% |
| Admin fee / account holder | $2,624 | $5,470-52.0% | $6,856-61.7% | $5,651-53.6% |