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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 | $108,882+247.4% | $96,754+290.9% | $154,746+144.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 19.53% | 98.39%-78.9pp | 82.04%-62.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $53,421 | $5,323+903.6% | $4,758+1022.8% | $6,730+693.7% |
| Admin fee / account holder | $120,100 | $10,200+1077.4% | $8,905+1248.7% | $14,365+736.0% |