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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 | $351,425 | $110,801+217.2% | $86,615+305.7% | $167,536+109.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 8.60% | 116.96%-108.4pp | 63.51%-54.9pp | 478.82%-470.2pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,863 | $4,547-37.0% | $3,699-22.6% | $6,342-54.9% |
| Admin fee / account holder | $2,335 | $8,417-72.3% | $5,830-59.9% | $12,315-81.0% |