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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 | $331,817 | $76,834+331.9% | $108,359+206.2% | $87,485+279.3% |
| Participation rate | 27.3% | 61.7%-34.5pp | 70.1%-42.8pp | 68.9%-41.7pp |
| Annual return | 13.30% | 19.09%-5.8pp | 36.89%-23.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,584 | $3,100-48.9% | $4,137-61.7% | $4,274-62.9% |
| Admin fee / account holder | $28,260 | $6,537+332.3% | $9,741+190.1% | $7,775+263.5% |