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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 | $368,424 | $96,731+280.9% | $123,973+197.2% | $86,983+323.6% |
| Participation rate | 54.1% | 70.0%-16.0pp | 76.7%-22.6pp | 69.5%-15.5pp |
| Annual return | 14.26% | 17.33%-3.1pp | 388.13%-373.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,634 | $4,152+107.9% | $5,247+64.6% | $4,194+105.9% |
| Admin fee / account holder | $8,845 | $8,722+1.4% | $11,799-25.0% | $7,856+12.6% |