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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 | $358,954 | $142,972+151.1% | $214,702+67.2% | $86,983+312.7% |
| Participation rate | 22.6% | 84.9%-62.2pp | 87.5%-64.8pp | 69.5%-46.9pp |
| Annual return | 15.98% | 18.49%-2.5pp | 54.55%-38.6pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,117 | $6,568-52.5% | $9,147-65.9% | $4,194-25.7% |
| Admin fee / account holder | $695 | $17,617-96.1% | $19,830-96.5% | $7,856-91.1% |