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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 | $256,532 | $83,061+208.8% | $126,068+103.5% | $94,015+172.9% |
| Participation rate | 53.3% | 81.2%-27.8pp | 84.7%-31.4pp | 70.8%-17.5pp |
| Annual return | 14.55% | 20.41%-5.9pp | 15.01%-0.5pp | 17.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,719 | $7,042-47.2% | $8,214-54.7% | $4,249-12.5% |
| Admin fee / account holder | $3,851 | $7,208-46.6% | $18,264-78.9% | $8,951-57.0% |