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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 | $356,332 | $97,648+264.9% | $121,663+192.9% | $87,485+307.3% |
| Participation rate | 57.1% | 70.5%-13.3pp | 74.5%-17.3pp | 68.9%-11.8pp |
| Annual return | 12.94% | 18.03%-5.1pp | 147.54%-134.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,144 | $3,923+82.1% | $4,887+46.2% | $4,274+67.2% |
| Admin fee / account holder | $32,344 | $11,100+191.4% | $14,289+126.4% | $7,775+316.0% |