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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 | $348,722 | $162,821+114.2% | $133,978+160.3% | $158,982+119.3% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 12.54% | 41.95%-29.4pp | 45.10%-32.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,397 | $5,910-59.4% | $5,047-52.5% | $5,983-59.9% |
| Admin fee / account holder | $23,331 | $11,742+98.7% | $8,930+161.3% | $11,252+107.4% |