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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 | $283,138 | $138,312+104.7% | $122,979+130.2% | $155,188+82.4% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 15.10% | 22.06%-7.0pp | 20.12%-5.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | -$0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,299 | $5,592-58.9% | $5,003-54.0% | $6,531-64.8% |
| Admin fee / account holder | $40,806 | $15,089+170.4% | $12,864+217.2% | $14,480+181.8% |