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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 | $437,841 | $136,860+219.9% | $120,344+263.8% | $154,746+182.9% |
| Participation rate | 53.3% | 79.9%-26.6pp | 76.7%-23.4pp | 80.7%-27.4pp |
| Annual return | 12.75% | 21.38%-8.6pp | 20.30%-7.6pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,745 | $5,793-52.6% | $5,135-46.5% | $6,730-59.2% |
| Admin fee / account holder | $159,774 | $15,393+938.0% | $12,742+1153.9% | $14,365+1012.2% |