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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 | $274,107 | $89,370+206.7% | $141,197+94.1% | $72,976+275.6% |
| Participation rate | 63.9% | 75.1%-11.3pp | 82.5%-18.6pp | 69.5%-5.6pp |
| Annual return | 20.30% | 111.88%-91.6pp | 71.41%-51.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,441 | $5,419+18.9% | $6,710-4.0% | $3,608+78.5% |
| Admin fee / account holder | $2,134 | $5,957-64.2% | $10,265-79.2% | $5,124-58.4% |