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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 | $551,725 | $124,346+343.7% | $111,306+395.7% | $167,553+229.3% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 10.43% | 37.46%-27.0pp | 54.67%-44.2pp | 478.89%-468.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,800 | $5,182+50.5% | $4,488+73.8% | $6,343+23.0% |
| Admin fee / account holder | $151,839 | $10,623+1329.3% | $7,966+1806.1% | $12,316+1132.8% |