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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 | $386,138 | $105,145+267.2% | $94,664+307.9% | $139,466+176.9% |
| Participation rate | 38.9% | 82.4%-43.5pp | 80.8%-41.9pp | 80.3%-41.4pp |
| Annual return | 12.98% | 38.09%-25.1pp | 156.84%-143.9pp | 373.66%-360.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,917 | $7,599+4.2% | $7,417+6.7% | $6,712+18.0% |
| Admin fee / account holder | $37,553 | $8,972+318.6% | $7,222+420.0% | $11,409+229.2% |