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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 | $322,404 | $115,810+178.4% | $101,271+218.4% | $158,966+102.8% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 15.50% | 56.15%-40.7pp | 46.48%-31.0pp | 302.95%-287.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,025 | $4,958-18.8% | $4,371-7.9% | $5,983-32.7% |
| Admin fee / account holder | $2,731 | $7,248-62.3% | $5,948-54.1% | $11,250-75.7% |