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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 | $319,130 | $73,787+332.5% | $98,716+223.3% | $82,448+287.1% |
| Participation rate | 48.0% | 61.4%-13.4pp | 69.3%-21.3pp | 68.1%-20.1pp |
| Annual return | 20.32% | 18.57%+1.8pp | 31.81%-11.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,235 | $3,081+5.0% | $4,048-20.1% | $4,139-21.9% |
| Admin fee / account holder | $1,562 | $6,500-76.0% | $8,703-82.0% | $7,234-78.4% |