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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 | $384,539 | $108,897+253.1% | $100,378+283.1% | $145,877+163.6% |
| Participation rate | 42.1% | 83.0%-40.9pp | 81.5%-39.4pp | 80.3%-38.2pp |
| Annual return | 11.24% | 58.17%-46.9pp | 49.41%-38.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,330 | $8,455-1.5% | $8,087+3.0% | $6,691+24.5% |
| Admin fee / account holder | $20,360 | $9,690+110.1% | $7,899+157.7% | $13,402+51.9% |