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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 | $106,588+153.0% | $94,215+186.2% | $155,188+73.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 19.29% | 29.39%-10.1pp | 28.22%-8.9pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,868 | $4,802-61.1% | $4,276-56.3% | $6,531-71.4% |
| Admin fee / account holder | $2,090 | $12,281-83.0% | $10,216-79.5% | $14,480-85.6% |