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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 | $269,524 | $100,139+169.1% | $85,187+216.4% | $145,884+84.8% |
| Participation rate | 11.8% | 74.1%-62.3pp | 67.5%-55.8pp | 80.3%-68.5pp |
| Annual return | 11.94% | 84.15%-72.2pp | 66.67%-54.7pp | 551.85%-539.9pp |
| Employer contribution / active EE | $120 | $3,238-96.3% | $2,732-95.6% | $4,662-97.4% |
| Participant deferral / active EE | $1,353 | $5,296-74.5% | $4,525-70.1% | $6,690-79.8% |
| Admin fee / account holder | $510 | $7,262-93.0% | $6,162-91.7% | $13,392-96.2% |