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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 | $377,073 | $94,031+301.0% | $115,768+225.7% | $82,448+357.3% |
| Participation rate | 46.7% | 70.4%-23.8pp | 74.4%-27.7pp | 68.1%-21.4pp |
| Annual return | 15.46% | 20.61%-5.2pp | 100.46%-85.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,715 | $3,972+94.2% | $4,917+56.9% | $4,139+86.4% |
| Admin fee / account holder | $6,518 | $10,249-36.4% | $12,439-47.6% | $7,234-9.9% |