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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 | $321,979 | $162,136+98.6% | $152,301+111.4% | $154,746+108.1% |
| Participation rate | 35.7% | 84.1%-48.4pp | 82.4%-46.7pp | 80.7%-45.0pp |
| Annual return | 17.05% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,108 | $8,341-62.7% | $8,004-61.2% | $6,730-53.8% |
| Admin fee / account holder | $12,236 | $15,759-22.4% | $14,398-15.0% | $14,365-14.8% |