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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 | $566,403 | $157,829+258.9% | $136,867+313.8% | $198,609+185.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 7.69% | 51.25%-43.6pp | 42.97%-35.3pp | 202.70%-195.0pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,531 | $5,463+74.5% | $4,924+93.6% | $6,977+36.6% |
| Admin fee / account holder | $3,202 | $11,107-71.2% | $10,340-69.0% | $19,030-83.2% |