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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 | $386,749 | $112,933+242.5% | $90,970+325.1% | $158,982+143.3% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 26.70% | 215.82%-189.1pp | 134.60%-107.9pp | 302.99%-276.3pp |
| Employer contribution / active EE | $347 | $2,893-88.0% | $2,122-83.6% | $4,763-92.7% |
| Participant deferral / active EE | $2,234 | $4,128-45.9% | $3,373-33.8% | $5,983-62.7% |
| Admin fee / account holder | $1,166 | $8,047-85.5% | $5,961-80.4% | $11,252-89.6% |