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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 | $264,948 | $60,349+339.0% | $74,184+257.2% | $62,881+321.3% |
| Participation rate | 16.1% | 72.7%-56.6pp | 76.6%-60.5pp | 69.3%-53.2pp |
| Annual return | 7.05% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,246 | $2,856-21.4% | $3,550-36.7% | $3,203-29.9% |
| Admin fee / account holder | $8,964 | $4,261+110.4% | $5,586+60.5% | $4,296+108.7% |