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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 | $321,504 | $108,825+195.4% | $156,181+105.9% | $82,448+289.9% |
| Participation rate | 32.9% | 72.4%-39.4pp | 78.8%-45.9pp | 68.1%-35.1pp |
| Annual return | 21.98% | 20.59%+1.4pp | 64.87%-42.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,307 | $4,577-5.9% | $6,132-29.8% | $4,139+4.0% |
| Admin fee / account holder | $4,810 | $9,341-48.5% | $14,586-67.0% | $7,234-33.5% |