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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 | $254,341 | $117,895+115.7% | $102,460+148.2% | $145,897+74.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.45% | 31.92%-20.5pp | 29.47%-18.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,882 | $5,736-67.2% | $5,056-62.8% | $6,689-71.9% |
| Admin fee / account holder | $2,127 | $13,353-84.1% | $9,460-77.5% | $13,390-84.1% |