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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 | $588,481 | $72,071+716.5% | $68,368+760.8% | $137,256+328.7% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 15.76% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,348 | $4,410-1.4% | $4,123+5.5% | $6,407-32.1% |
| Admin fee / account holder | $4,419 | $5,336-17.2% | $5,150-14.2% | $12,270-64.0% |