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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 | $106,524+203.5% | $152,301+112.3% | $87,485+269.6% |
| Participation rate | 48.9% | 75.8%-26.8pp | 82.4%-33.5pp | 68.9%-20.0pp |
| Annual return | 15.85% | 26.89%-11.0pp | 80.50%-64.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,266 | $6,525-34.6% | $8,004-46.7% | $4,274-0.2% |
| Admin fee / account holder | $79,706 | $8,287+861.9% | $14,398+453.6% | $7,775+925.2% |