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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 | $498,315 | $157,276+216.8% | $141,177+253.0% | $152,885+225.9% |
| Participation rate | 47.4% | 84.8%-37.5pp | 82.5%-35.1pp | 82.5%-35.1pp |
| Annual return | 25.04% | 64.33%-39.3pp | 71.40%-46.4pp | 345.39%-320.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,289 | $7,110+2.5% | $6,710+8.6% | $5,851+24.6% |
| Admin fee / account holder | $18,025 | $12,123+48.7% | $10,263+75.6% | $11,598+55.4% |