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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 | $213,785+26.9% | $185,441+46.3% | $155,188+74.8% |
| Participation rate | 23.5% | 83.2%-59.7pp | 80.3%-56.7pp | 80.8%-57.3pp |
| Annual return | 11.93% | 19.97%-8.0pp | 20.16%-8.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,526 | $6,864-34.1% | $6,152-26.4% | $6,531-30.7% |
| Admin fee / account holder | $2,470 | $21,134-88.3% | $17,890-86.2% | $14,480-82.9% |