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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 | $385,090 | $115,810+232.5% | $101,271+280.3% | $158,966+142.2% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 38.41% | 56.15%-17.7pp | 46.48%-8.1pp | 302.95%-264.5pp |
| Employer contribution / active EE | $231 | $4,175-94.5% | $3,660-93.7% | $4,762-95.2% |
| Participant deferral / active EE | $2,619 | $4,958-47.2% | $4,371-40.1% | $5,983-56.2% |
| Admin fee / account holder | $14,530 | $7,248+100.5% | $5,948+144.3% | $11,250+29.2% |