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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 | $257,247 | $106,749+141.0% | $145,433+76.9% | $82,448+212.0% |
| Participation rate | 64.1% | 75.6%-11.5pp | 82.1%-18.0pp | 68.1%-4.0pp |
| Annual return | 16.89% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4 | $3,444-99.9% | $4,554-99.9% | $2,551-99.8% |
| Participant deferral / active EE | $8,612 | $6,519+32.1% | $7,897+9.1% | $4,139+108.1% |
| Admin fee / account holder | $9,424 | $8,390+12.3% | $13,129-28.2% | $7,234+30.3% |