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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 | $78,690+320.4% | $161,489+104.8% | $87,485+278.1% |
| Participation rate | 57.4% | 67.5%-10.0pp | 78.7%-21.2pp | 68.9%-11.5pp |
| Annual return | 14.10% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,997 | $3,311-9.5% | $5,630-46.8% | $4,274-29.9% |
| Admin fee / account holder | $29,875 | $6,724+344.3% | $16,006+86.7% | $7,775+284.3% |