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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 | $480,407 | $125,778+281.9% | $114,563+319.3% | $154,746+210.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 10.61% | 295.14%-284.5pp | 241.09%-230.5pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,860 | $4,445-35.7% | $4,142-31.0% | $6,730-57.5% |
| Admin fee / account holder | $1,177 | $8,190-85.6% | $7,623-84.6% | $14,365-91.8% |