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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 | $330,785 | $77,814+325.1% | $158,223+109.1% | $86,983+280.3% |
| Participation rate | 57.4% | 68.4%-11.0pp | 79.2%-21.8pp | 69.5%-12.1pp |
| Annual return | 14.10% | 30.54%-16.4pp | 52.09%-38.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,997 | $3,270-8.3% | $5,467-45.2% | $4,194-28.5% |
| Admin fee / account holder | $29,875 | $5,879+408.1% | $16,047+86.2% | $7,856+280.3% |