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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 | $328,303 | $155,555+111.1% | $146,866+123.5% | $155,188+111.6% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.5%-24.6pp | 80.8%-22.9pp |
| Annual return | 11.60% | 115.41%-103.8pp | 102.85%-91.3pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,088 | $8,044-24.3% | $7,759-21.5% | $6,531-6.8% |
| Admin fee / account holder | $102,113 | $14,755+592.0% | $13,620+649.7% | $14,480+605.2% |