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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 | $443,552 | $289,211+53.4% | $260,467+70.3% | $198,609+123.3% |
| Participation rate | 40.0% | 83.1%-43.1pp | 80.5%-40.5pp | 82.4%-42.4pp |
| Annual return | 11.67% | 112.90%-101.2pp | 100.60%-88.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,688 | $6,812-16.5% | $6,319-10.0% | $6,977-18.5% |
| Admin fee / account holder | $75,753 | $16,236+366.6% | $15,461+390.0% | $19,030+298.1% |