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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 | $72,607+265.0% | $90,259+193.6% | $87,485+203.0% |
| Participation rate | 15.2% | 64.8%-49.6pp | 70.7%-55.5pp | 68.9%-53.7pp |
| Annual return | 13.70% | 18.59%-4.9pp | 18.88%-5.2pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,305 | $3,055-24.5% | $3,827-39.8% | $4,274-46.1% |
| Admin fee / account holder | $11,598 | $5,947+95.0% | $7,267+59.6% | $7,775+49.2% |