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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 | $333,243 | $106,749+212.2% | $145,433+129.1% | $82,448+304.2% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 14.75% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,620 | $6,519+1.6% | $7,897-16.2% | $4,139+59.9% |
| Admin fee / account holder | $9,403 | $8,390+12.1% | $13,129-28.4% | $7,234+30.0% |