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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 | $277,232 | $53,837+414.9% | $75,714+266.2% | $85,847+222.9% |
| Participation rate | 65.3% | 69.1%-3.7pp | 74.8%-9.5pp | 69.3%-4.0pp |
| Annual return | 13.27% | 24.54%-11.3pp | 104.62%-91.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,236 | $2,895+149.9% | $3,820+89.4% | $3,952+83.1% |
| Admin fee / account holder | $1,006 | $3,339-69.9% | $3,619-72.2% | $6,261-83.9% |