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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 | $269,686 | $107,733+150.3% | $92,985+190.0% | $154,746+74.3% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 19.29% | 30.39%-11.1pp | 27.99%-8.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,868 | $5,053-63.0% | $4,377-57.3% | $6,730-72.2% |
| Admin fee / account holder | $2,090 | $11,369-81.6% | $9,463-77.9% | $14,365-85.5% |