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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 | $385,274 | $177,595+116.9% | $148,496+159.5% | $198,609+94.0% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 16.93% | 9.97%+7.0pp | 12.33%+4.6pp | 202.70%-185.8pp |
| Employer contribution / active EE | $429 | $4,098-89.5% | $3,497-87.7% | $5,055-91.5% |
| Participant deferral / active EE | $3,135 | $5,539-43.4% | $4,808-34.8% | $6,977-55.1% |
| Admin fee / account holder | $9,658 | $27,010-64.2% | $19,547-50.6% | $19,030-49.3% |