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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 | $114,013+416.2% | $103,693+467.5% | $155,188+279.2% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.1pp | 80.8%-52.2pp |
| Annual return | 15.76% | 49.31%-33.6pp | 47.61%-31.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,348 | $4,970-12.5% | $4,579-5.0% | $6,531-33.4% |
| Admin fee / account holder | $4,419 | $8,407-47.4% | $7,858-43.8% | $14,480-69.5% |