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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 | $58,848+821.0% | $88,179+514.7% | $82,637+555.9% |
| Participation rate | 28.6% | 57.9%-29.3pp | 69.1%-40.6pp | 68.1%-39.5pp |
| Annual return | 18.83% | 22.76%-3.9pp | 64.97%-46.1pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,146 | $3,124+64.7% | $4,614+11.5% | $4,126+24.7% |
| Admin fee / account holder | $36,429 | $4,795+659.7% | $7,673+374.8% | $7,339+396.4% |