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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 | $284,885 | $86,949+227.6% | $102,460+178.0% | $80,959+251.9% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 19.87% | 18.89%+1.0pp | 29.47%-9.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,540 | $4,121+155.8% | $5,056+108.5% | $4,300+145.1% |
| Admin fee / account holder | $1,505 | $8,048-81.3% | $9,460-84.1% | $6,925-78.3% |