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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 | $327,278 | $129,737+152.3% | $119,126+174.7% | $154,746+111.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 10.71% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,375 | $5,842+197.4% | $5,318+226.7% | $6,730+158.2% |
| Admin fee / account holder | $4,226 | $11,961-64.7% | $10,693-60.5% | $14,365-70.6% |