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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 | $730,171 | $157,296+364.2% | $141,191+417.2% | $152,897+377.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.53% | 64.34%-44.8pp | 71.41%-51.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,005 | $7,111-1.5% | $6,710+4.4% | $5,851+19.7% |
| Admin fee / account holder | $41,897 | $12,125+245.5% | $10,264+308.2% | $11,599+261.2% |