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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 | $454,681 | $72,071+530.9% | $68,368+565.1% | $137,256+231.3% |
| Participation rate | 11.8% | 76.2%-64.5pp | 73.8%-62.0pp | 80.0%-68.2pp |
| Annual return | 17.23% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $208 | $2,788-92.6% | $2,649-92.2% | $4,156-95.0% |
| Participant deferral / active EE | $3,144 | $4,410-28.7% | $4,123-23.7% | $6,407-50.9% |
| Admin fee / account holder | $6,588 | $5,336+23.5% | $5,150+27.9% | $12,270-46.3% |