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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 | $102,938+366.7% | $94,105+410.5% | $138,895+245.9% |
| Participation rate | 60.0% | 74.6%-14.6pp | 71.9%-11.9pp | 79.9%-19.9pp |
| Annual return | 10.61% | 250.28%-239.7pp | 204.55%-193.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,860 | $4,196-31.8% | $3,881-26.3% | $6,396-55.3% |
| Admin fee / account holder | $1,177 | $6,600-82.2% | $6,199-81.0% | $12,562-90.6% |