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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 | $88,996+203.0% | $78,004+245.7% | $138,895+94.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 19.29% | 28.03%-8.7pp | 31.07%-11.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,868 | $4,724-60.5% | $4,092-54.4% | $6,396-70.8% |
| Admin fee / account holder | $2,090 | $8,807-76.3% | $7,578-72.4% | $12,562-83.4% |