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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 | $328,604 | $102,385+220.9% | $147,080+123.4% | $80,935+306.0% |
| Participation rate | 51.1% | 75.9%-24.8pp | 82.2%-31.1pp | 67.7%-16.6pp |
| Annual return | 21.00% | 135.09%-114.1pp | 420.17%-399.2pp | 35.66%-14.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,072 | $6,651-38.8% | $8,066-49.5% | $4,299-5.3% |
| Admin fee / account holder | $5,780 | $7,951-27.3% | $12,989-55.5% | $6,924-16.5% |