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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 | $424,402 | $117,829+260.2% | $102,423+314.4% | $145,877+190.9% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 13.55% | 31.83%-18.3pp | 29.42%-15.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,615 | $5,732-19.5% | $5,054-8.7% | $6,691-31.0% |
| Admin fee / account holder | $20,999 | $13,335+57.5% | $9,455+122.1% | $13,402+56.7% |