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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 | $700,288 | $112,729+521.2% | $98,716+609.4% | $137,256+410.2% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 14.86% | 38.48%-23.6pp | 31.81%-16.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,813 | $4,640+89.9% | $4,048+117.7% | $6,407+37.5% |
| Admin fee / account holder | $17,253 | $10,129+70.3% | $8,703+98.2% | $12,270+40.6% |