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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 | $316,278 | $76,371+314.1% | $93,621+237.8% | $72,975+333.4% |
| Participation rate | 60.5% | 71.8%-11.2pp | 75.8%-15.3pp | 69.5%-9.0pp |
| Annual return | 22.26% | 25.82%-3.6pp | 32.76%-10.5pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,337 | $3,538+107.3% | $4,070+80.3% | $3,608+103.4% |
| Admin fee / account holder | $20,549 | $6,839+200.4% | $7,890+160.4% | $5,124+301.0% |