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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 | $285,651 | $165,399+72.7% | $149,745+90.8% | $158,982+79.7% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 10.16% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,025 | $7,183-57.9% | $6,843-55.8% | $5,983-49.4% |
| Admin fee / account holder | $6,124 | $10,811-43.4% | $9,312-34.2% | $11,252-45.6% |