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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,583 | $305,245+6.3% | $258,236+25.7% | $428,746-24.3% |
| Participation rate | 50.0% | 85.7%-35.7pp | 81.9%-31.9pp | 88.2%-38.2pp |
| Annual return | 15.07% | -5.74%+20.8pp | -3.31%+18.4pp | 331.92%-316.9pp |
| Employer contribution / active EE | $8,370 | $9,167-8.7% | $7,891+6.1% | $8,363+0.1% |
| Participant deferral / active EE | $13,542 | $5,791+133.8% | $5,237+158.6% | $5,961+127.2% |
| Admin fee / account holder | $59,056 | $16,482+258.3% | $14,475+308.0% | $31,735+86.1% |