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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 | $310,593 | $201,370+54.2% | $184,256+68.6% | $145,897+112.9% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 11.43% | 29.05%-17.6pp | 28.85%-17.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,772 | $9,808-61.5% | $9,133-58.7% | $6,689-43.6% |
| Admin fee / account holder | $3,404 | $16,364-79.2% | $13,899-75.5% | $13,390-74.6% |