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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 | $255,523 | $176,794+44.5% | $146,647+74.2% | $167,553+52.5% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 9.73% | 24.04%-14.3pp | 22.75%-13.0pp | 478.89%-469.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,226 | $6,440-34.4% | $5,506-23.3% | $6,343-33.4% |
| Admin fee / account holder | $3,205 | $13,262-75.8% | $10,281-68.8% | $12,316-74.0% |