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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 | $250,988 | $69,590+260.7% | $136,867+83.4% | $94,015+167.0% |
| Participation rate | 28.2% | 66.3%-38.1pp | 74.5%-46.3pp | 70.8%-42.6pp |
| Annual return | 15.96% | 19.62%-3.7pp | 42.97%-27.0pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,917 | $3,437+43.1% | $4,924-0.1% | $4,249+15.7% |
| Admin fee / account holder | $3,723 | $8,912-58.2% | $10,340-64.0% | $8,951-58.4% |