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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 | $279,268 | $70,879+294.0% | $189,597+47.3% | $79,389+251.8% |
| Participation rate | 64.0% | 68.0%-4.0pp | 78.4%-14.4pp | 70.7%-6.7pp |
| Annual return | 18.50% | 20.70%-2.2pp | 64.20%-45.7pp | 116.89%-98.4pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $9,495 | $4,081+132.7% | $6,174+53.8% | $4,046+134.7% |
| Admin fee / account holder | $33,421 | $647+5061.7% | $9,807+240.8% | $626+5235.3% |