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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 | $286,424 | $123,793+131.4% | $177,840+61.1% | $79,852+258.7% |
| Participation rate | 56.7% | 84.7%-28.0pp | 87.7%-31.1pp | 69.6%-13.0pp |
| Annual return | 26.47% | 22.82%+3.7pp | 48.32%-21.9pp | 31.72%-5.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,717 | $5,956+29.6% | $7,7140% | $3,740+106.3% |
| Admin fee / account holder | $21,068 | $7,243+190.9% | $12,431+69.5% | $5,306+297.0% |