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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 | $267,311 | $101,778+162.6% | $164,975+62.0% | $80,925+230.3% |
| Participation rate | 21.4% | 71.8%-50.4pp | 78.6%-57.2pp | 67.7%-46.2pp |
| Annual return | 12.45% | 16.73%-4.3pp | 70.12%-57.7pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,804 | $4,477-37.4% | $6,033-53.5% | $4,299-34.8% |
| Admin fee / account holder | $30,480 | $8,221+270.7% | $12,688+140.2% | $6,940+339.2% |