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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 | $77,358+231.6% | $102,184+151.0% | $87,485+193.2% |
| Participation rate | 53.3% | 78.7%-25.3pp | 82.6%-29.3pp | 68.9%-15.6pp |
| Annual return | 14.55% | 41.11%-26.6pp | 31.58%-17.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,719 | $6,753-44.9% | $8,309-55.2% | $4,274-13.0% |
| Admin fee / account holder | $3,851 | $6,809-43.4% | $11,609-66.8% | $7,775-50.5% |