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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 | $330,160 | $88,778+271.9% | $81,844+303.4% | $145,884+126.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 11.14% | 1033.03%-1021.9pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,484 | $4,648-3.5% | $4,323+3.7% | $6,690-33.0% |
| Admin fee / account holder | $2,435 | $8,430-71.1% | $7,355-66.9% | $13,392-81.8% |