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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 | $323,354 | $106,749+202.9% | $145,433+122.3% | $82,448+292.2% |
| Participation rate | 48.9% | 75.6%-26.7pp | 82.1%-33.2pp | 68.1%-19.1pp |
| Annual return | 15.85% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,266 | $6,519-34.5% | $7,897-46.0% | $4,139+3.1% |
| Admin fee / account holder | $79,706 | $8,390+850.0% | $13,129+507.1% | $7,234+1001.8% |