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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 | $326,214 | $138,312+135.9% | $122,979+165.3% | $155,188+110.2% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 14.25% | 22.06%-7.8pp | 20.12%-5.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,244 | $5,592+29.5% | $5,003+44.8% | $6,531+10.9% |
| Admin fee / account holder | $85,933 | $15,089+469.5% | $12,864+568.0% | $14,480+493.5% |