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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 | $251,596 | $98,982+154.2% | $162,185+55.1% | $65,186+286.0% |
| Participation rate | 61.9% | 85.8%-23.8pp | 87.6%-25.6pp | 70.2%-8.3pp |
| Annual return | 27.38% | 24.84%+2.5pp | 115.61%-88.2pp | 29.39%-2.0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,029 | $5,384+30.5% | $7,297-3.7% | $3,514+100.0% |
| Admin fee / account holder | $26,544 | $596+4350.9% | $10,844+144.8% | $847+3033.0% |