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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 | $587,158 | $114,712+411.9% | $173,730+238.0% | $87,485+571.2% |
| Participation rate | 23.1% | 73.0%-49.9pp | 79.6%-56.5pp | 68.9%-45.9pp |
| Annual return | 12.14% | 20.18%-8.0pp | 19.96%-7.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,259 | $4,642-29.8% | $6,326-48.5% | $4,274-23.7% |
| Admin fee / account holder | $86,749 | $10,210+749.7% | $17,523+395.0% | $7,775+1015.8% |