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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 | $275,266 | $101,795+170.4% | $165,100+66.7% | $80,959+240.0% |
| Participation rate | 28.6% | 71.8%-43.3pp | 78.6%-50.1pp | 67.7%-39.1pp |
| Annual return | 16.14% | 16.73%-0.6pp | 70.21%-54.1pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,030 | $4,476-10.0% | $6,035-33.2% | $4,300-6.3% |
| Admin fee / account holder | $21,231 | $8,221+158.2% | $12,696+67.2% | $6,925+206.6% |