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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 | $752,657 | $85,024+785.2% | $70,544+966.9% | $139,466+439.7% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 16.91% | 30.39%-13.5pp | 32.79%-15.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $20,000 | $5,891+239.5% | $4,568+337.8% | $6,712+198.0% |
| Admin fee / account holder | $5,573 | $8,928-37.6% | $6,427-13.3% | $11,409-51.2% |