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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 | $295,897 | $178,174+66.1% | $156,181+89.5% | $137,256+115.6% |
| Participation rate | 6.3% | 82.0%-75.8pp | 78.8%-72.6pp | 80.0%-73.7pp |
| Annual return | 15.60% | 84.19%-68.6pp | 64.87%-49.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,177 | $6,888-68.4% | $6,132-64.5% | $6,407-66.0% |
| Admin fee / account holder | $2,413 | $17,404-86.1% | $14,586-83.5% | $12,270-80.3% |