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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 | $250,752 | $101,752+146.4% | $164,928+52.0% | $80,911+209.9% |
| Participation rate | 48.3% | 71.8%-23.6pp | 78.6%-30.3pp | 67.6%-19.4pp |
| Annual return | 11.43% | 16.73%-5.3pp | 70.08%-58.7pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,500 | $4,477-21.8% | $6,034-42.0% | $4,297-18.6% |
| Admin fee / account holder | $1,671 | $8,218-79.7% | $12,684-86.8% | $6,935-75.9% |