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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 | $271,314 | $254,759+6.5% | $216,567+25.3% | $198,609+36.6% |
| Participation rate | 23.5% | 84.5%-61.0pp | 81.6%-58.1pp | 82.4%-58.8pp |
| Annual return | 11.93% | 10.04%+1.9pp | 12.94%-1.0pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,526 | $6,948-34.9% | $6,191-26.9% | $6,977-35.1% |
| Admin fee / account holder | $2,470 | $26,311-90.6% | $21,981-88.8% | $19,030-87.0% |