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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 | $261,287 | $106,524+145.3% | $152,301+71.6% | $87,485+198.7% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.4%-15.3pp | 68.9%-1.8pp |
| Annual return | 20.91% | 26.89%-6.0pp | 80.50%-59.6pp | 26.06%-5.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,916 | $6,525+36.6% | $8,004+11.4% | $4,274+108.6% |
| Admin fee / account holder | $3,116 | $8,287-62.4% | $14,398-78.4% | $7,775-59.9% |