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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 | $254,445 | $102,422+148.4% | $147,117+73.0% | $80,959+214.3% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.7%-15.7pp |
| Annual return | 15.92% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $469 | $3,717-87.4% | $4,932-90.5% | $2,757-83.0% |
| Participant deferral / active EE | $3,589 | $6,652-46.0% | $8,065-55.5% | $4,300-16.5% |
| Admin fee / account holder | $6,022 | $7,953-24.3% | $12,993-53.6% | $6,925-13.0% |