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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 | $268,641 | $110,240+143.7% | $96,544+178.3% | $139,487+92.6% |
| Participation rate | 61.9% | 78.1%-16.2pp | 76.0%-14.1pp | 80.3%-18.4pp |
| Annual return | 13.11% | 26.41%-13.3pp | 25.88%-12.8pp | 373.84%-360.7pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,014 | $5,549-27.7% | $4,851-17.3% | $6,713-40.2% |
| Admin fee / account holder | $8,672 | $11,602-25.3% | $8,254+5.1% | $11,407-24.0% |