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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 | $266,659 | $65,027+310.1% | $90,970+193.1% | $79,852+233.9% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 12.10% | 30.45%-18.4pp | 134.58%-122.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,833 | $2,512-27.0% | $3,373-45.7% | $3,740-51.0% |
| Admin fee / account holder | $1,355 | $4,535-70.1% | $5,960-77.3% | $5,306-74.5% |