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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 | $115,931+177.3% | $185,441+73.4% | $86,983+269.6% |
| Participation rate | 32.9% | 73.6%-40.7pp | 80.3%-47.3pp | 69.5%-36.6pp |
| Annual return | 21.98% | 21.47%+0.5pp | 20.16%+1.8pp | 25.83%-3.8pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,307 | $4,551-5.4% | $6,152-30.0% | $4,194+2.7% |
| Admin fee / account holder | $4,810 | $10,687-55.0% | $17,890-73.1% | $7,856-38.8% |