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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 | $126,113+280.9% | $116,096+313.8% | $155,188+209.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 10.61% | 391.72%-381.1pp | 326.25%-315.6pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,860 | $4,162-31.3% | $3,952-27.6% | $6,531-56.2% |
| Admin fee / account holder | $1,177 | $8,045-85.4% | $7,704-84.7% | $14,480-91.9% |