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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 | $346,070 | $78,520+340.7% | $96,576+258.3% | $82,448+319.7% |
| Participation rate | 61.4% | 77.7%-16.4pp | 81.4%-20.1pp | 68.1%-6.7pp |
| Annual return | 16.66% | 41.30%-24.6pp | 38.47%-21.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,338 | $6,754+38.3% | $7,956+17.4% | $4,139+125.6% |
| Admin fee / account holder | $19,442 | $13,455+44.5% | $11,381+70.8% | $7,234+168.8% |