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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 | $280,873 | $93,617+200.0% | $135,982+106.6% | $75,177+273.6% |
| Participation rate | 54.8% | 75.2%-20.4pp | 81.9%-27.2pp | 67.2%-12.4pp |
| Annual return | 24.99% | 30.89%-5.9pp | 68.32%-43.3pp | 160.75%-135.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,673 | $6,406-27.1% | $7,760-39.8% | $4,126+13.2% |
| Admin fee / account holder | $12,589 | $6,980+80.4% | $10,767+16.9% | $5,651+122.8% |