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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 | $106,864+211.8% | $147,318+126.2% | $82,637+303.3% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.1%-24.9pp | 68.1%-10.9pp |
| Annual return | 14.75% | 27.49%-12.7pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,620 | $6,496+1.9% | $7,906-16.3% | $4,126+60.4% |
| Admin fee / account holder | $9,403 | $8,415+11.7% | $13,708-31.4% | $7,339+28.1% |