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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 | $458,816 | $100,139+358.2% | $85,187+438.6% | $145,884+214.5% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 13.55% | 84.15%-70.6pp | 66.67%-53.1pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $996 | $5,296-81.2% | $4,525-78.0% | $6,690-85.1% |
| Admin fee / account holder | $4,514 | $7,262-37.8% | $6,162-26.7% | $13,392-66.3% |