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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 | $251,309 | $114,013+120.4% | $103,693+142.4% | $155,188+61.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 21.83% | 49.31%-27.5pp | 47.61%-25.8pp | 148.84%-127.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,237 | $4,970-14.7% | $4,579-7.5% | $6,531-35.1% |
| Admin fee / account holder | $64,292 | $8,407+664.7% | $7,858+718.2% | $14,480+344.0% |