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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 | $410,036 | $114,712+257.4% | $173,730+136.0% | $87,485+368.7% |
| Participation rate | 44.1% | 73.0%-28.9pp | 79.6%-35.5pp | 68.9%-24.8pp |
| Annual return | 12.56% | 20.18%-7.6pp | 19.96%-7.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,190 | $4,642-31.3% | $6,326-49.6% | $4,274-25.4% |
| Admin fee / account holder | $2,494 | $10,210-75.6% | $17,523-85.8% | $7,775-67.9% |