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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 | $400,538 | $81,262+392.9% | $155,602+157.4% | $80,911+395.0% |
| Participation rate | 60.6% | 66.2%-5.6pp | 78.2%-17.6pp | 67.6%-7.0pp |
| Annual return | 18.29% | 33.34%-15.1pp | 64.81%-46.5pp | 35.63%-17.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,182 | $3,451+108.1% | $5,629+27.6% | $4,297+67.1% |
| Admin fee / account holder | $46,208 | $7,992+478.2% | $15,923+190.2% | $6,935+566.3% |