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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 | $493,893 | $117,895+318.9% | $102,460+382.0% | $145,897+238.5% |
| Participation rate | 19.0% | 78.6%-59.6pp | 76.5%-57.5pp | 80.3%-61.3pp |
| Annual return | 15.31% | 31.92%-16.6pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,710 | $5,736-35.3% | $5,056-26.6% | $6,689-44.5% |
| Admin fee / account holder | $3,875 | $13,353-71.0% | $9,460-59.0% | $13,390-71.1% |