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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 | $77,574+311.4% | $108,753+193.4% | $86,983+266.9% |
| Participation rate | 48.0% | 62.3%-14.3pp | 71.1%-23.1pp | 69.5%-21.5pp |
| Annual return | 20.32% | 18.42%+1.9pp | 37.47%-17.2pp | 25.83%-5.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,235 | $3,128+3.4% | $4,115-21.4% | $4,194-22.9% |
| Admin fee / account holder | $1,562 | $6,529-76.1% | $10,320-84.9% | $7,856-80.1% |