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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 | $340,079 | $106,749+218.6% | $145,433+133.8% | $82,448+312.5% |
| Participation rate | 61.1% | 75.6%-14.5pp | 82.1%-21.0pp | 68.1%-7.0pp |
| Annual return | 14.65% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2 | $3,444-99.9% | $4,554-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $5,146 | $6,519-21.1% | $7,897-34.8% | $4,139+24.3% |
| Admin fee / account holder | $57,605 | $8,390+586.6% | $13,129+338.8% | $7,234+696.3% |