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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 | $282,911 | $110,137+156.9% | $161,149+75.6% | $82,637+242.4% |
| Participation rate | 65.5% | 72.4%-6.8pp | 78.8%-13.3pp | 68.1%-2.5pp |
| Annual return | 19.23% | 20.69%-1.5pp | 21.16%-1.9pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,674 | $4,575+133.3% | $6,153+73.5% | $4,126+158.7% |
| Admin fee / account holder | $9,073 | $9,467-4.2% | $15,194-40.3% | $7,339+23.6% |