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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 | $294,901 | $182,442+61.6% | $163,379+80.5% | $138,895+112.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.8%-34.0pp | 79.9%-37.1pp |
| Annual return | 15.64% | 72.74%-57.1pp | 63.41%-47.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,495 | $6,817-34.1% | $6,282-28.4% | $6,396-29.7% |
| Admin fee / account holder | $87,546 | $10,396+742.1% | $9,818+791.7% | $12,562+596.9% |