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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 | $315,423 | $81,504+287.0% | $102,437+207.9% | $80,959+289.6% |
| Participation rate | 47.4% | 66.9%-19.4pp | 74.5%-27.1pp | 67.7%-20.2pp |
| Annual return | 16.76% | 25.60%-8.8pp | 24.95%-8.2pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,243 | $3,871+35.5% | $5,060+3.6% | $4,300+21.9% |
| Admin fee / account holder | $36,073 | $6,719+436.8% | $8,388+330.0% | $6,925+420.9% |