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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 | $286,448 | $97,698+193.2% | $126,068+127.2% | $69,733+310.8% |
| Participation rate | 54.7% | 77.5%-22.8pp | 84.7%-30.0pp | 62.5%-7.8pp |
| Annual return | 18.03% | 22.88%-4.9pp | 15.01%+3.0pp | 15.22%+2.8pp |
| Employer contribution / active EE | $2 | $2,577-99.9% | $3,968-100.0% | $2,250-99.9% |
| Participant deferral / active EE | $9,283 | $6,095+52.3% | $8,214+13.0% | $3,054+203.9% |
| Admin fee / account holder | $2,199 | $2,980-26.2% | $18,264-88.0% | $3,102-29.1% |