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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 | $281,271 | $64,010+339.4% | $108,359+159.6% | $64,340+337.2% |
| Participation rate | 42.2% | 49.4%-7.2pp | 70.1%-27.9pp | 55.2%-13.1pp |
| Annual return | 18.05% | 19.74%-1.7pp | 36.89%-18.8pp | 24.14%-6.1pp |
| Employer contribution / active EE | $136 | $1,029-86.8% | $2,399-94.3% | $1,862-92.7% |
| Participant deferral / active EE | $3,519 | $2,395+46.9% | $4,137-14.9% | $2,980+18.1% |
| Admin fee / account holder | $53,550 | $4,885+996.3% | $9,741+449.7% | $3,703+1346.3% |