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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 | $308,423 | $78,690+291.9% | $161,489+91.0% | $87,485+252.5% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 17.27% | 32.74%-15.5pp | 89.72%-72.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,394 | $3,311+93.1% | $5,630+13.6% | $4,274+49.6% |
| Admin fee / account holder | $14,684 | $6,724+118.4% | $16,006-8.3% | $7,775+88.9% |