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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 | $329,032 | $63,346+419.4% | $92,240+256.7% | $70,126+369.2% |
| Participation rate | 23.1% | 68.7%-45.6pp | 76.5%-53.4pp | 69.5%-46.5pp |
| Annual return | 13.21% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,543 | $2,854-10.9% | $3,897-34.7% | $3,332-23.7% |
| Admin fee / account holder | $13,202 | $3,841+243.7% | $5,194+154.2% | $4,645+184.2% |