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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 | $464,351 | $114,119+306.9% | $107,187+333.2% | $138,895+234.3% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 16.67% | 273.21%-256.5pp | 204.55%-187.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,229 | $5,538-59.8% | $5,096-56.3% | $6,396-65.2% |
| Admin fee / account holder | $2,127 | $10,024-78.8% | $9,162-76.8% | $12,562-83.1% |