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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 | $317,447 | $176,794+79.6% | $146,647+116.5% | $167,553+89.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 14.15% | 24.04%-9.9pp | 22.75%-8.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,299 | $6,440-64.3% | $5,506-58.3% | $6,343-63.8% |
| Admin fee / account holder | $7,638 | $13,262-42.4% | $10,281-25.7% | $12,316-38.0% |