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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 | $487,046 | $124,425+291.4% | $112,040+334.7% | $137,256+254.8% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 19.06% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,037 | $5,718-64.4% | $5,098-60.0% | $6,407-68.2% |
| Admin fee / account holder | $37,914 | $15,207+149.3% | $12,098+213.4% | $12,270+209.0% |