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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 | $408,405 | $106,267+284.3% | $96,520+323.1% | $139,456+192.9% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 16.48% | 38.45%-22.0pp | 35.72%-19.2pp | 373.45%-357.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,437 | $5,454-18.6% | $4,879-9.0% | $6,711-33.9% |
| Admin fee / account holder | $3,138 | $7,882-60.2% | $6,733-53.4% | $11,407-72.5% |