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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 | $102,382+148.5% | $147,005+73.1% | $80,874+214.6% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 15.92% | 134.89%-119.0pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $469 | $3,715-87.4% | $4,934-90.5% | $2,756-83.0% |
| Participant deferral / active EE | $3,589 | $6,646-46.0% | $8,070-55.5% | $4,297-16.5% |
| Admin fee / account holder | $6,022 | $7,942-24.2% | $13,006-53.7% | $6,935-13.2% |