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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 | $317,711 | $96,731+228.4% | $123,973+156.3% | $86,983+265.3% |
| Participation rate | 48.5% | 70.0%-21.5pp | 76.7%-28.2pp | 69.5%-21.1pp |
| Annual return | 12.57% | 17.33%-4.8pp | 388.13%-375.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,709 | $4,152-34.8% | $5,247-48.4% | $4,194-35.4% |
| Admin fee / account holder | $4,282 | $8,722-50.9% | $11,799-63.7% | $7,856-45.5% |