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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 | $318,311 | $105,960+200.4% | $81,726+289.5% | $158,982+100.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 18.48% | 38.19%-19.7pp | 29.49%-11.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,000 | $13,011-76.9% | $7,108-57.8% | $5,983-49.9% |
| Admin fee / account holder | $1,685 | $8,494-80.2% | $5,160-67.3% | $11,252-85.0% |