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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 | $1,029,211 | $161,352+537.9% | $134,172+667.1% | $137,256+649.8% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.5%-32.5pp | 80.0%-40.0pp |
| Annual return | 19.21% | 28.72%-9.5pp | 25.30%-6.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,800 | $5,552-13.6% | $4,690+2.3% | $6,407-25.1% |
| Admin fee / account holder | $7,657 | $15,028-49.0% | $12,016-36.3% | $12,270-37.6% |