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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 | $954,109 | $124,980+663.4% | $108,359+780.5% | $154,746+516.6% |
| Participation rate | 11.1% | 75.2%-64.1pp | 70.1%-59.0pp | 80.7%-69.6pp |
| Annual return | 20.83% | 45.00%-24.2pp | 36.89%-16.1pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,364 | $4,743+13.1% | $4,137+29.7% | $6,730-20.3% |
| Admin fee / account holder | $3,781 | $11,502-67.1% | $9,741-61.2% | $14,365-73.7% |