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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 | $263,901 | $138,312+90.8% | $122,979+114.6% | $155,188+70.1% |
| Participation rate | 55.6% | 80.2%-24.6pp | 77.2%-21.6pp | 80.8%-25.2pp |
| Annual return | 14.45% | 22.06%-7.6pp | 20.12%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,878 | $5,592+148.2% | $5,003+177.4% | $6,531+112.5% |
| Admin fee / account holder | $121,750 | $15,089+706.9% | $12,864+846.4% | $14,480+740.8% |