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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 | $398,248 | $95,404+317.4% | $113,397+251.2% | $82,637+381.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 12.97% | 19.08%-6.1pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,450 | $4,220+5.5% | $5,076-12.3% | $4,126+7.9% |
| Admin fee / account holder | $12,038 | $9,168+31.3% | $11,957+0.7% | $7,339+64.0% |