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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 | $337,547 | $154,754+118.1% | $124,206+171.8% | $138,895+143.0% |
| Participation rate | 36.4% | 75.5%-39.1pp | 69.6%-33.2pp | 79.9%-43.6pp |
| Annual return | 16.58% | 709.28%-692.7pp | 515.27%-498.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,817 | $4,621+4.2% | $3,968+21.4% | $6,396-24.7% |
| Admin fee / account holder | $1,118 | $6,690-83.3% | $5,929-81.1% | $12,562-91.1% |