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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 | $132,634+190.5% | $115,768+232.8% | $137,256+180.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.4%-49.4pp | 80.0%-55.0pp |
| Annual return | 16.93% | 160.70%-143.8pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $429 | $3,360-87.2% | $2,940-85.4% | $4,156-89.7% |
| Participant deferral / active EE | $3,135 | $5,619-44.2% | $4,917-36.2% | $6,407-51.1% |
| Admin fee / account holder | $9,658 | $15,028-35.7% | $12,439-22.4% | $12,270-21.3% |