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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 | $277,807 | $89,370+210.8% | $141,197+96.8% | $72,976+280.7% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.1pp | 69.5%-2.1pp |
| Annual return | 21.15% | 111.88%-90.7pp | 71.41%-50.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,890 | $5,419+8.7% | $6,710-12.2% | $3,608+63.3% |
| Admin fee / account holder | $8,105 | $5,957+36.1% | $10,265-21.0% | $5,124+58.2% |