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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 | $399,868 | $49,976+700.1% | $66,674+499.7% | $82,637+383.9% |
| Participation rate | 7.4% | 63.1%-55.7pp | 73.7%-66.3pp | 68.1%-60.6pp |
| Annual return | 14.02% | 39.09%-25.1pp | 321.24%-307.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,148 | $2,847-59.7% | $4,084-71.9% | $4,126-72.2% |
| Admin fee / account holder | $1,658 | $4,594-63.9% | $5,098-67.5% | $7,339-77.4% |