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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 | $114,712+180.3% | $173,730+85.1% | $87,485+267.5% |
| Participation rate | 32.9% | 73.0%-40.1pp | 79.6%-46.6pp | 68.9%-36.0pp |
| Annual return | 21.98% | 20.18%+1.8pp | 19.96%+2.0pp | 26.06%-4.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,307 | $4,642-7.2% | $6,326-31.9% | $4,274+0.8% |
| Admin fee / account holder | $4,810 | $10,210-52.9% | $17,523-72.5% | $7,775-38.1% |