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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 | $422,013 | $110,307+282.6% | $96,576+337.0% | $139,456+202.6% |
| Participation rate | 18.2% | 78.1%-59.9pp | 76.0%-57.8pp | 80.3%-62.1pp |
| Annual return | 20.54% | 26.40%-5.9pp | 25.87%-5.3pp | 373.45%-352.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,447 | $5,547-37.9% | $4,851-29.0% | $6,711-48.6% |
| Admin fee / account holder | $8,141 | $11,597-29.8% | $8,253-1.4% | $11,407-28.6% |