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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 | $292,371 | $78,690+271.5% | $161,489+81.0% | $87,485+234.2% |
| Participation rate | 47.1% | 67.5%-20.4pp | 78.7%-31.6pp | 68.9%-21.9pp |
| Annual return | 15.51% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,638 | $3,311-50.5% | $5,630-70.9% | $4,274-61.7% |
| Admin fee / account holder | $9,712 | $6,724+44.4% | $16,006-39.3% | $7,775+24.9% |