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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 | $256,089 | $56,116+356.4% | $135,768+88.6% | $86,983+194.4% |
| Participation rate | 47.2% | 60.1%-12.9pp | 71.1%-23.9pp | 69.5%-22.3pp |
| Annual return | 13.33% | 125.33%-112.0pp | 526.10%-512.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,036 | $2,690+124.4% | $3,977+51.8% | $4,194+43.9% |
| Admin fee / account holder | $3,829 | $4,314-11.2% | $7,048-45.7% | $7,856-51.3% |