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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 | $264,870 | $199,109+33.0% | $173,730+52.5% | $154,746+71.2% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 14.88% | 20.02%-5.1pp | 19.96%-5.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,420 | $7,113-23.8% | $6,326-14.3% | $6,730-19.5% |
| Admin fee / account holder | $62,591 | $20,916+199.3% | $17,523+257.2% | $14,365+335.7% |