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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 | $288,600 | $123,155+134.3% | $108,753+165.4% | $155,188+86.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 8.12% | 44.73%-36.6pp | 37.47%-29.4pp | 148.84%-140.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,460 | $4,623-68.4% | $4,115-64.5% | $6,531-77.6% |
| Admin fee / account holder | $109,513 | $12,126+803.1% | $10,320+961.2% | $14,480+656.3% |