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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 | $446,892 | $183,627+143.4% | $155,602+187.2% | $145,978+206.1% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 10.83% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,205 | $6,466-50.4% | $5,629-43.1% | $6,690-52.1% |
| Admin fee / account holder | $3,335 | $19,327-82.7% | $15,923-79.1% | $13,400-75.1% |