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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 | $377,073 | $109,620+244.0% | $148,496+153.9% | $94,015+301.1% |
| Participation rate | 46.7% | 71.3%-24.6pp | 76.0%-29.4pp | 70.8%-24.2pp |
| Annual return | 15.46% | 17.54%-2.1pp | 12.33%+3.1pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,715 | $3,831+101.4% | $4,808+60.4% | $4,249+81.6% |
| Admin fee / account holder | $6,518 | $10,050-35.1% | $19,547-66.7% | $8,951-27.2% |