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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 | $86,938+227.7% | $102,423+178.1% | $80,925+252.0% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 19.87% | 18.89%+1.0pp | 29.42%-9.6pp | 35.65%-15.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,540 | $4,120+155.8% | $5,054+108.5% | $4,299+145.2% |
| Admin fee / account holder | $1,505 | $8,053-81.3% | $9,455-84.1% | $6,940-78.3% |