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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 | $348,433 | $81,276+328.7% | $155,574+124.0% | $80,925+330.6% |
| Participation rate | 11.1% | 66.2%-55.1pp | 78.2%-67.1pp | 67.7%-56.5pp |
| Annual return | 10.98% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,942 | $3,453-43.8% | $5,629-65.5% | $4,299-54.8% |
| Admin fee / account holder | $9,497 | $7,993+18.8% | $15,914-40.3% | $6,940+36.8% |