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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 | $394,259 | $117,846+234.6% | $102,434+284.9% | $145,884+170.3% |
| Participation rate | 58.8% | 78.6%-19.8pp | 76.5%-17.7pp | 80.3%-21.5pp |
| Annual return | 16.35% | 31.90%-15.5pp | 29.46%-13.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,372 | $5,733-58.6% | $5,055-53.1% | $6,690-64.5% |
| Admin fee / account holder | $3,800 | $13,356-71.5% | $9,462-59.8% | $13,392-71.6% |