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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 | $366,154 | $112,729+224.8% | $98,716+270.9% | $137,256+166.8% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.3%-16.9pp | 80.0%-27.6pp |
| Annual return | 17.62% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,351 | $4,640-70.9% | $4,048-66.6% | $6,407-78.9% |
| Admin fee / account holder | $6,745 | $10,129-33.4% | $8,703-22.5% | $12,270-45.0% |