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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 | $298,846 | $59,440+402.8% | $78,004+283.1% | $82,637+261.6% |
| Participation rate | 57.1% | 62.8%-5.7pp | 69.4%-12.3pp | 68.1%-10.9pp |
| Annual return | 20.05% | 40.24%-20.2pp | 31.07%-11.0pp | 53.51%-33.5pp |
| Employer contribution / active EE | $179 | $1,750-89.8% | $2,469-92.7% | $2,552-93.0% |
| Participant deferral / active EE | $7,449 | $3,138+137.4% | $4,092+82.1% | $4,126+80.5% |
| Admin fee / account holder | $48,096 | $5,504+773.8% | $7,578+534.7% | $7,339+555.4% |