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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 | $123,155+468.6% | $108,753+543.9% | $155,188+351.3% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 14.86% | 44.73%-29.9pp | 37.47%-22.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,813 | $4,623+90.6% | $4,115+114.2% | $6,531+34.9% |
| Admin fee / account holder | $17,253 | $12,126+42.3% | $10,320+67.2% | $14,480+19.2% |