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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 | $263,696 | $61,125+331.4% | $94,057+180.4% | $87,485+201.4% |
| Participation rate | 40.9% | 64.1%-23.2pp | 73.3%-32.4pp | 68.9%-28.0pp |
| Annual return | 14.17% | 35.20%-21.0pp | 480.62%-466.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,391 | $3,260-26.7% | $4,709-49.2% | $4,274-44.1% |
| Admin fee / account holder | $1,541 | $5,629-72.6% | $7,244-78.7% | $7,775-80.2% |