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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 | $413,660 | $167,415+147.1% | $140,514+194.4% | $198,609+108.3% |
| Participation rate | 40.0% | 80.9%-40.9pp | 77.8%-37.8pp | 82.4%-42.4pp |
| Annual return | 12.64% | 13.85%-1.2pp | 14.36%-1.7pp | 202.70%-190.1pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,577 | $5,579+35.8% | $4,919+54.0% | $6,977+8.6% |
| Admin fee / account holder | $251,152 | $16,730+1401.2% | $13,697+1733.6% | $19,030+1219.7% |