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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 | $108,825+160.0% | $156,181+81.1% | $82,448+243.1% |
| Participation rate | 65.5% | 72.4%-6.9pp | 78.8%-13.3pp | 68.1%-2.6pp |
| Annual return | 19.23% | 20.59%-1.4pp | 64.87%-45.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,674 | $4,577+133.2% | $6,132+74.1% | $4,139+157.9% |
| Admin fee / account holder | $9,073 | $9,341-2.9% | $14,586-37.8% | $7,234+25.4% |