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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 | $280,428 | $67,602+314.8% | $82,312+240.7% | $70,126+299.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 21.25% | 21.57%-0.3pp | 25.88%-4.6pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,136 | $2,987+138.9% | $3,706+92.5% | $3,332+114.2% |
| Admin fee / account holder | $867 | $4,512-80.8% | $5,608-84.5% | $4,645-81.3% |