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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 | $51,638+386.1% | $68,368+267.1% | $82,448+204.4% |
| Participation rate | 28.2% | 63.6%-35.4pp | 73.8%-45.5pp | 68.1%-39.9pp |
| Annual return | 15.96% | 37.53%-21.6pp | 292.57%-276.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,917 | $2,914+68.8% | $4,123+19.3% | $4,139+18.8% |
| Admin fee / account holder | $3,723 | $4,643-19.8% | $5,150-27.7% | $7,234-48.5% |