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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 | $321,980 | $77,472+315.6% | $100,415+220.6% | $80,959+297.7% |
| Participation rate | 64.3% | 76.9%-12.7pp | 81.5%-17.2pp | 67.7%-3.4pp |
| Annual return | 15.79% | 37.26%-21.5pp | 49.47%-33.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,983 | $6,818+46.4% | $8,091+23.4% | $4,300+132.2% |
| Admin fee / account holder | $8,054 | $5,885+36.9% | $7,906+1.9% | $6,925+16.3% |