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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 | $334,851 | $208,088+60.9% | $186,193+79.8% | $154,746+116.4% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 16.23% | 89.97%-73.7pp | 78.03%-61.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,394 | $7,078-9.7% | $6,513-1.8% | $6,730-5.0% |
| Admin fee / account holder | $3,764 | $11,698-67.8% | $11,058-66.0% | $14,365-73.8% |