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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 | $65,246+331.1% | $98,716+184.9% | $67,986+313.7% |
| Participation rate | 42.2% | 51.4%-9.3pp | 69.3%-27.1pp | 57.2%-15.0pp |
| Annual return | 18.05% | 20.58%-2.5pp | 31.81%-13.8pp | 31.67%-13.6pp |
| Employer contribution / active EE | $136 | $1,042-86.9% | $2,279-94.0% | $2,019-93.3% |
| Participant deferral / active EE | $3,519 | $2,594+35.6% | $4,048-13.1% | $3,358+4.8% |
| Admin fee / account holder | $53,550 | $4,561+1074.2% | $8,703+515.3% | $3,203+1571.8% |