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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 | $514,140 | $117,829+336.3% | $102,423+402.0% | $145,877+252.4% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 12.17% | 31.83%-19.7pp | 29.42%-17.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,314 | $5,732+27.6% | $5,054+44.7% | $6,691+9.3% |
| Admin fee / account holder | $101,133 | $13,335+658.4% | $9,455+969.7% | $13,402+654.6% |