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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 | $397,059 | $29,733+1235.4% | $56,025+608.7% | $80,959+390.4% |
| Participation rate | 18.8% | 41.7%-22.9pp | 52.5%-33.7pp | 67.7%-48.8pp |
| Annual return | 10.83% | 35.28%-24.5pp | 1712.69%-1701.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,172 | $1,229-4.7% | $1,955-40.1% | $4,300-72.8% |
| Admin fee / account holder | $860 | $2,434-64.7% | $2,828-69.6% | $6,925-87.6% |