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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 | $369,002 | $211,105+74.8% | $178,449+106.8% | $145,978+152.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 13.31% | 30.19%-16.9pp | 27.09%-13.8pp | 550.52%-537.2pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,320 | $6,959-9.2% | $6,277+0.7% | $6,690-5.5% |
| Admin fee / account holder | $1,830 | $12,017-84.8% | $10,362-82.3% | $13,400-86.3% |