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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 | $462,678 | $211,288+119.0% | $178,540+159.1% | $145,884+217.2% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 16.43% | 30.27%-13.8pp | 27.15%-10.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,712 | $6,967+53.8% | $6,281+70.6% | $6,690+60.1% |
| Admin fee / account holder | $24,286 | $12,105+100.6% | $10,424+133.0% | $13,392+81.3% |