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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 | $489,335 | $123,000+297.8% | $105,582+363.5% | $198,609+146.4% |
| Participation rate | 33.3% | 76.8%-43.4pp | 71.8%-38.4pp | 82.4%-49.0pp |
| Annual return | 4.98% | 18.31%-13.3pp | 18.61%-13.6pp | 202.70%-197.7pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,801 | $5,013-24.2% | $4,353-12.7% | $6,977-45.5% |
| Admin fee / account holder | $13,152 | $16,254-19.1% | $12,856+2.3% | $19,030-30.9% |