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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 | $314,241 | $78,015+302.8% | $178,505+76.0% | $80,959+288.1% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 13.03% | 18.10%-5.1pp | 27.16%-14.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,976 | $4,406+103.7% | $6,280+42.9% | $4,300+108.7% |
| Admin fee / account holder | $13,922 | $7,160+94.4% | $10,428+33.5% | $6,925+101.0% |