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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 | $86,050+200.6% | $189,758+36.3% | $94,015+175.1% |
| Participation rate | 48.6% | 68.9%-20.3pp | 79.8%-31.1pp | 70.8%-22.2pp |
| Annual return | 14.57% | 17.77%-3.2pp | 52.62%-38.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,643 | $3,349+8.8% | $5,856-37.8% | $4,249-14.3% |
| Admin fee / account holder | $1,036 | $6,627-84.4% | $20,388-94.9% | $8,951-88.4% |