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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 | $326,248 | $139,948+133.1% | $121,663+168.2% | $154,746+110.8% |
| Participation rate | 30.0% | 78.0%-48.0pp | 74.5%-44.5pp | 80.7%-50.7pp |
| Annual return | 14.05% | 230.52%-216.5pp | 147.54%-133.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,320 | $5,629-58.8% | $4,887-52.5% | $6,730-65.5% |
| Admin fee / account holder | $2,324 | $17,321-86.6% | $14,289-83.7% | $14,365-83.8% |