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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 | $288,728 | $84,236+242.8% | $170,435+69.4% | $70,126+311.7% |
| Participation rate | 62.2% | 70.8%-8.7pp | 83.6%-21.4pp | 69.5%-7.4pp |
| Annual return | 22.22% | 23.06%-0.8pp | 205.94%-183.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,526 | $3,086+79.1% | $4,939+11.9% | $3,332+65.9% |
| Admin fee / account holder | $929 | $5,698-83.7% | $13,881-93.3% | $4,645-80.0% |