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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 | $348,807 | $139,948+149.2% | $121,663+186.7% | $154,746+125.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 14.47% | 230.52%-216.0pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,690 | $5,629+161.0% | $4,887+200.6% | $6,730+118.3% |
| Admin fee / account holder | $28,900 | $17,321+66.9% | $14,289+102.2% | $14,365+101.2% |