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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 | $199,109+36.3% | $173,730+56.2% | $154,746+75.3% |
| Participation rate | 23.5% | 82.8%-59.3pp | 79.6%-56.0pp | 80.7%-57.2pp |
| Annual return | 11.93% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,526 | $7,113-36.4% | $6,326-28.5% | $6,730-32.7% |
| Admin fee / account holder | $2,470 | $20,916-88.2% | $17,523-85.9% | $14,365-82.8% |