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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 | $340,224 | $58,311+483.5% | $81,882+315.5% | $80,959+320.2% |
| Participation rate | 23.3% | 63.5%-40.2pp | 72.4%-49.1pp | 67.7%-44.3pp |
| Annual return | 14.01% | 41.85%-27.8pp | 779.47%-765.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,756 | $3,287-46.6% | $4,323-59.4% | $4,300-59.2% |
| Admin fee / account holder | $1,794 | $4,752-62.3% | $7,360-75.6% | $6,925-74.1% |