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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 | $387,835 | $50,554+667.2% | $67,681+473.0% | $87,485+343.3% |
| Participation rate | 53.5% | 67.7%-14.2pp | 73.7%-20.2pp | 68.9%-15.4pp |
| Annual return | 14.20% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $331 | $1,988-83.4% | $2,678-87.6% | $2,596-87.3% |
| Participant deferral / active EE | $2,945 | $2,961-0.5% | $3,976-25.9% | $4,274-31.1% |
| Admin fee / account holder | $7,556 | $4,132+82.8% | $6,100+23.9% | $7,775-2.8% |