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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 | $301,597 | $87,132+246.1% | $105,624+185.5% | $80,959+272.5% |
| Participation rate | 48.4% | 70.4%-22.0pp | 75.3%-26.9pp | 67.7%-19.3pp |
| Annual return | 16.46% | 17.03%-0.6pp | 116.20%-99.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $575 | $2,397-76.0% | $3,168-81.8% | $2,757-79.1% |
| Participant deferral / active EE | $9,032 | $3,985+126.6% | $5,013+80.2% | $4,300+110.0% |
| Admin fee / account holder | $5,435 | $8,449-35.7% | $10,961-50.4% | $6,925-21.5% |