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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 | $263,107 | $78,423+235.5% | $95,964+174.2% | $79,856+229.5% |
| Participation rate | 41.5% | 73.5%-32.0pp | 77.1%-35.6pp | 69.6%-28.2pp |
| Annual return | 16.75% | 19.37%-2.6pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,461 | $3,440-28.5% | $4,167-40.9% | $3,741-34.2% |
| Admin fee / account holder | $33,993 | $5,622+504.7% | $6,797+400.1% | $5,306+540.6% |