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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 | $271,244 | $93,617+189.7% | $135,982+99.5% | $75,177+260.8% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 67.2%+1.7pp |
| Annual return | 18.33% | 30.89%-12.6pp | 68.32%-50.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,190 | $6,406+27.8% | $7,760+5.5% | $4,126+98.5% |
| Admin fee / account holder | $4,760 | $6,980-31.8% | $10,767-55.8% | $5,651-15.8% |