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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 | $378,206 | $147,556+156.3% | $129,031+193.1% | $198,609+90.4% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | 19.53% | 37.41%-17.9pp | 34.67%-15.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $53,421 | $5,760+827.5% | $5,217+924.0% | $6,977+665.7% |
| Admin fee / account holder | $120,100 | $15,467+676.5% | $13,208+809.3% | $19,030+531.1% |