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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 | $139,948+175.3% | $121,663+216.7% | $154,746+149.0% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.5%-49.5pp | 80.7%-55.7pp |
| Annual return | 16.93% | 230.52%-213.6pp | 147.54%-130.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $429 | $3,521-87.8% | $3,020-85.8% | $4,379-90.2% |
| Participant deferral / active EE | $3,135 | $5,629-44.3% | $4,887-35.8% | $6,730-53.4% |
| Admin fee / account holder | $9,658 | $17,321-44.2% | $14,289-32.4% | $14,365-32.8% |