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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 | $331,353 | $73,107+353.2% | $114,563+189.2% | $87,485+278.8% |
| Participation rate | 38.7% | 65.8%-27.1pp | 72.9%-34.2pp | 68.9%-30.2pp |
| Annual return | 14.04% | 19.47%-5.4pp | 241.09%-227.1pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,192 | $3,144+65.1% | $4,142+25.3% | $4,274+21.5% |
| Admin fee / account holder | $8,570 | $5,770+48.5% | $7,623+12.4% | $7,775+10.2% |