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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 | $64,501+336.1% | $108,753+158.6% | $65,306+330.7% |
| Participation rate | 42.2% | 50.8%-8.6pp | 71.1%-28.9pp | 57.7%-15.5pp |
| Annual return | 18.05% | 21.09%-3.0pp | 37.47%-19.4pp | 21.94%-3.9pp |
| Employer contribution / active EE | $136 | $1,069-87.3% | $2,427-94.4% | $1,967-93.1% |
| Participant deferral / active EE | $3,519 | $2,401+46.6% | $4,115-14.5% | $2,959+18.9% |
| Admin fee / account holder | $53,550 | $4,971+977.2% | $10,320+418.9% | $3,480+1438.9% |