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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 | $311,896 | $63,773+389.1% | $81,286+283.7% | $80,925+285.4% |
| Participation rate | 22.2% | 63.9%-41.7pp | 69.5%-47.3pp | 67.7%-45.4pp |
| Annual return | 12.13% | 16.37%-4.2pp | 24.80%-12.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,067 | $3,093-65.5% | $3,883-72.5% | $4,299-75.2% |
| Admin fee / account holder | $41,012 | $5,682+621.8% | $5,764+611.5% | $6,940+490.9% |