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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 | $331,353 | $63,354+423.0% | $94,105+252.1% | $82,637+301.0% |
| Participation rate | 38.7% | 63.8%-25.1pp | 71.9%-33.2pp | 68.1%-29.3pp |
| Annual return | 14.04% | 34.36%-20.3pp | 204.55%-190.5pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,192 | $2,873+80.7% | $3,881+33.8% | $4,126+25.8% |
| Admin fee / account holder | $8,570 | $5,073+68.9% | $6,199+38.2% | $7,339+16.8% |