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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 | $258,671 | $78,690+228.7% | $161,489+60.2% | $87,485+195.7% |
| Participation rate | 48.6% | 67.5%-18.8pp | 78.7%-30.0pp | 68.9%-20.3pp |
| Annual return | 14.57% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,643 | $3,311+10.0% | $5,630-35.3% | $4,274-14.7% |
| Admin fee / account holder | $1,036 | $6,724-84.6% | $16,006-93.5% | $7,775-86.7% |