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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 | $94,031+279.0% | $115,768+207.8% | $82,448+332.2% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.4%-17.3pp | 68.1%-10.9pp |
| Annual return | 12.94% | 20.61%-7.7pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,144 | $3,972+79.9% | $4,917+45.3% | $4,139+72.6% |
| Admin fee / account holder | $32,344 | $10,249+215.6% | $12,439+160.0% | $7,234+347.1% |