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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 | $282,740 | $135,956+108.0% | $123,894+128.2% | $273,972+3.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 11.02% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,860 | $6,343+71.2% | $5,984+81.5% | $5,287+105.4% |
| Admin fee / account holder | $5,732 | $9,817-41.6% | $8,357-31.4% | $10,133-43.4% |