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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 | $362,589 | $254,759+42.3% | $216,567+67.4% | $198,609+82.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 19.26% | 10.04%+9.2pp | 12.94%+6.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,842 | $6,948-1.5% | $6,191+10.5% | $6,977-1.9% |
| Admin fee / account holder | $3,491 | $26,311-86.7% | $21,981-84.1% | $19,030-81.7% |