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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 | $265,206 | $289,211-8.3% | $260,467+1.8% | $198,609+33.5% |
| Participation rate | 42.9% | 83.1%-40.2pp | 80.5%-37.6pp | 82.4%-39.5pp |
| Annual return | 18.94% | 112.90%-94.0pp | 100.60%-81.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,629 | $6,812-17.4% | $6,319-10.9% | $6,977-19.3% |
| Admin fee / account holder | $2,774 | $16,236-82.9% | $15,461-82.1% | $19,030-85.4% |