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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 | $102,595+343.2% | $94,057+383.4% | $154,746+193.8% |
| Participation rate | 11.8% | 76.0%-64.2pp | 73.3%-61.6pp | 80.7%-68.9pp |
| Annual return | 17.23% | 583.42%-566.2pp | 480.62%-463.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $208 | $3,147-93.4% | $2,933-92.9% | $4,379-95.3% |
| Participant deferral / active EE | $3,144 | $5,118-38.6% | $4,709-33.2% | $6,730-53.3% |
| Admin fee / account holder | $6,588 | $7,736-14.8% | $7,244-9.1% | $14,365-54.1% |