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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 | $369,205 | $166,268+122.1% | $165,100+123.6% | $145,897+153.1% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.6%-31.6pp | 80.3%-33.2pp |
| Annual return | 10.89% | 100.52%-89.6pp | 70.21%-59.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,116 | $6,964-55.3% | $6,035-48.4% | $6,689-53.4% |
| Admin fee / account holder | $52,799 | $16,659+216.9% | $12,696+315.9% | $13,390+294.3% |