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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 | $602,761 | $126,661+375.9% | $113,397+431.6% | $138,895+334.0% |
| Participation rate | 15.0% | 79.4%-64.4pp | 76.5%-61.5pp | 79.9%-64.9pp |
| Annual return | 11.32% | 25.05%-13.7pp | 23.20%-11.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,547 | $5,693-20.1% | $5,076-10.4% | $6,396-28.9% |
| Admin fee / account holder | $53,837 | $14,549+270.0% | $11,957+350.3% | $12,562+328.6% |