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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 | $356,332 | $109,620+225.1% | $148,496+140.0% | $94,015+279.0% |
| Participation rate | 57.1% | 71.3%-14.1pp | 76.0%-18.9pp | 70.8%-13.7pp |
| Annual return | 12.94% | 17.54%-4.6pp | 12.33%+0.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,144 | $3,831+86.5% | $4,808+48.6% | $4,249+68.1% |
| Admin fee / account holder | $32,344 | $10,050+221.8% | $19,547+65.5% | $8,951+261.3% |