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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 | $384,895 | $185,312+107.7% | $161,489+138.3% | $154,746+148.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 15.15% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $937 | $4,769-80.4% | $4,268-78.1% | $4,379-78.6% |
| Participant deferral / active EE | $2,667 | $6,350-58.0% | $5,630-52.6% | $6,730-60.4% |
| Admin fee / account holder | $134,619 | $18,654+621.6% | $16,006+741.1% | $14,365+837.1% |