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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 | $410,294 | $78,015+425.9% | $178,505+129.9% | $80,959+406.8% |
| Participation rate | 61.5% | 65.7%-4.1pp | 77.1%-15.6pp | 67.7%-6.1pp |
| Annual return | 19.74% | 18.10%+1.6pp | 27.16%-7.4pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,406 | $4,406+158.9% | $6,280+81.6% | $4,300+165.2% |
| Admin fee / account holder | $2,466 | $7,160-65.6% | $10,428-76.3% | $6,925-64.4% |