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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 | $261,374 | $109,359+139.0% | $162,177+61.2% | $72,975+258.2% |
| Participation rate | 56.4% | 84.3%-27.9pp | 87.6%-31.2pp | 69.5%-13.1pp |
| Annual return | 29.57% | 25.46%+4.1pp | 115.60%-86.0pp | 81.01%-51.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,713 | $5,481+22.5% | $7,297-8.0% | $3,608+86.1% |
| Admin fee / account holder | $1,992 | $7,972-75.0% | $10,843-81.6% | $5,124-61.1% |