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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 | $138,312+199.1% | $122,979+236.4% | $155,188+166.6% |
| Participation rate | 40.0% | 80.2%-40.2pp | 77.2%-37.2pp | 80.8%-40.8pp |
| Annual return | 12.64% | 22.06%-9.4pp | 20.12%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,577 | $5,592+35.5% | $5,003+51.4% | $6,531+16.0% |
| Admin fee / account holder | $251,152 | $15,089+1564.5% | $12,864+1852.3% | $14,480+1634.5% |