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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 | $265,038 | $67,894+290.4% | $89,340+196.7% | $82,448+221.5% |
| Participation rate | 15.2% | 64.0%-48.8pp | 69.6%-54.3pp | 68.1%-52.9pp |
| Annual return | 13.70% | 19.21%-5.5pp | 20.57%-6.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,305 | $3,072-25.0% | $3,823-39.7% | $4,139-44.3% |
| Admin fee / account holder | $11,598 | $5,723+102.7% | $6,704+73.0% | $7,234+60.3% |