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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 | $270,749 | $57,590+370.1% | $86,233+214.0% | $82,448+228.4% |
| Participation rate | 41.4% | 57.9%-16.5pp | 69.0%-27.6pp | 68.1%-26.7pp |
| Annual return | 14.50% | 22.41%-7.9pp | 61.39%-46.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,243 | $3,080+5.3% | $4,559-28.9% | $4,139-21.6% |
| Admin fee / account holder | $6,755 | $4,730+42.8% | $8,342-19.0% | $7,234-6.6% |