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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 | $254,872 | $70,430+261.9% | $96,572+163.9% | $85,851+196.9% |
| Participation rate | 42.4% | 61.8%-19.4pp | 69.8%-27.4pp | 69.3%-26.9pp |
| Annual return | 13.22% | 18.58%-5.4pp | 37.79%-24.6pp | 318.63%-305.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,086 | $2,894+6.6% | $3,850-19.8% | $3,952-21.9% |
| Admin fee / account holder | $59,198 | $4,996+1084.9% | $6,183+857.4% | $6,261+845.5% |