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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 | $349,149 | $106,749+227.1% | $145,433+140.1% | $82,448+323.5% |
| Participation rate | 66.1% | 75.6%-9.6pp | 82.1%-16.0pp | 68.1%-2.0pp |
| Annual return | 15.30% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,721 | $6,519+95.1% | $7,897+61.1% | $4,139+207.3% |
| Admin fee / account holder | $22,566 | $8,390+169.0% | $13,129+71.9% | $7,234+211.9% |