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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 | $308,291 | $99,053+211.2% | $88,179+249.6% | $138,895+122.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 16.47% | 78.17%-61.7pp | 64.97%-48.5pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,020 | $5,225-61.4% | $4,614-56.2% | $6,396-68.4% |
| Admin fee / account holder | $1,657 | $8,748-81.1% | $7,673-78.4% | $12,562-86.8% |