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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 | $389,891 | $111,535+249.6% | $105,223+270.5% | $137,256+184.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 12.02% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $571 | $3,939-85.5% | $3,689-84.5% | $4,156-86.3% |
| Participant deferral / active EE | $10,287 | $5,500+87.0% | $5,072+102.8% | $6,407+60.6% |
| Admin fee / account holder | $3,345 | $9,721-65.6% | $8,859-62.2% | $12,270-72.7% |