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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 | $136,860+202.3% | $120,344+243.7% | $154,746+167.3% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 12.64% | 21.38%-8.7pp | 20.30%-7.7pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,577 | $5,793+30.8% | $5,135+47.6% | $6,730+12.6% |
| Admin fee / account holder | $251,152 | $15,393+1531.6% | $12,742+1871.1% | $14,365+1648.3% |