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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 | $297,317 | $100,911+194.6% | $90,440+228.7% | $158,966+87.0% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 26.29% | 1726.62%-1700.3pp | 1294.38%-1268.1pp | 302.95%-276.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,439 | $4,348-43.9% | $3,964-38.5% | $5,983-59.2% |
| Admin fee / account holder | $4,805 | $6,507-26.2% | $5,615-14.4% | $11,250-57.3% |