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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 | $308,876 | $105,200+193.6% | $159,474+93.7% | $85,847+259.8% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.8%-23.3pp | 69.3%-9.7pp |
| Annual return | 14.98% | 45.08%-30.1pp | 263.68%-248.7pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,216 | $5,946-12.3% | $7,353-29.1% | $3,952+32.0% |
| Admin fee / account holder | $29,725 | $6,934+328.7% | $10,802+175.2% | $6,261+374.8% |