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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 | $341,317 | $48,327+606.3% | $67,575+405.1% | $80,935+321.7% |
| Participation rate | 55.1% | 66.4%-11.3pp | 72.9%-17.8pp | 67.7%-12.6pp |
| Annual return | 15.30% | 18.31%-3.0pp | 3528.98%-3513.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $364 | $2,022-82.0% | $2,736-86.7% | $2,757-86.8% |
| Participant deferral / active EE | $3,562 | $2,927+21.7% | $4,003-11.0% | $4,299-17.1% |
| Admin fee / account holder | $9,568 | $3,692+159.1% | $3,993+139.6% | $6,924+38.2% |