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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 | $307,625 | $167,415+83.7% | $140,514+118.9% | $198,609+54.9% |
| Participation rate | 64.3% | 80.9%-16.6pp | 77.8%-13.5pp | 82.4%-18.1pp |
| Annual return | 9.25% | 13.85%-4.6pp | 14.36%-5.1pp | 202.70%-193.4pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,414 | $5,579-20.9% | $4,919-10.3% | $6,977-36.7% |
| Admin fee / account holder | $5,112 | $16,730-69.4% | $13,697-62.7% | $19,030-73.1% |