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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 | $365,595 | $162,529+124.9% | $130,788+179.5% | $154,746+136.3% |
| Participation rate | 14.3% | 75.9%-61.6pp | 70.1%-55.8pp | 80.7%-66.4pp |
| Annual return | 15.02% | 510.48%-495.5pp | 386.44%-371.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,357 | $4,808-30.2% | $4,137-18.9% | $6,730-50.1% |
| Admin fee / account holder | $2,435 | $7,669-68.2% | $6,673-63.5% | $14,365-83.0% |