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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 | $535,346 | $211,288+153.4% | $178,540+199.8% | $145,884+267.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.58% | 30.27%-18.7pp | 27.15%-15.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,750 | $6,967-46.2% | $6,281-40.3% | $6,690-43.9% |
| Admin fee / account holder | $79,816 | $12,105+559.4% | $10,424+665.7% | $13,392+496.0% |