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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 | $541,995 | $57,590+841.1% | $86,233+528.5% | $82,448+557.4% |
| Participation rate | 28.6% | 57.9%-29.3pp | 69.0%-40.4pp | 68.1%-39.5pp |
| Annual return | 18.83% | 22.41%-3.6pp | 61.39%-42.6pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,146 | $3,080+67.1% | $4,559+12.9% | $4,139+24.3% |
| Admin fee / account holder | $36,429 | $4,730+670.1% | $8,342+336.7% | $7,234+403.6% |