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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 | $282,020 | $88,672+218.0% | $105,223+168.0% | $82,448+242.1% |
| Participation rate | 34.5% | 67.9%-33.4pp | 75.0%-40.6pp | 68.1%-33.6pp |
| Annual return | 16.19% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,492 | $4,036+60.8% | $5,072+28.0% | $4,139+56.8% |
| Admin fee / account holder | $5,689 | $7,146-20.4% | $8,859-35.8% | $7,234-21.4% |