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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 | $253,987 | $97,751+159.8% | $103,431+145.6% | $145,978+74.0% |
| Participation rate | 23.1% | 81.1%-58.0pp | 80.5%-57.5pp | 80.3%-57.2pp |
| Annual return | 17.06% | 25.43%-8.4pp | 23.92%-6.9pp | 550.52%-533.5pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,039 | $6,603-54.0% | $6,625-54.1% | $6,690-54.6% |
| Admin fee / account holder | $4,595 | $12,515-63.3% | $9,412-51.2% | $13,400-65.7% |