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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 | $268,145 | $65,034+312.3% | $90,970+194.8% | $79,856+235.8% |
| Participation rate | 35.7% | 61.6%-25.9pp | 69.0%-33.3pp | 69.6%-33.9pp |
| Annual return | 15.32% | 30.45%-15.1pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,379 | $2,512-5.3% | $3,373-29.5% | $3,741-36.4% |
| Admin fee / account holder | $9,193 | $4,536+102.7% | $5,961+54.2% | $5,306+73.2% |