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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 | $251,019 | $88,702+183.0% | $81,780+206.9% | $145,978+72.0% |
| Participation rate | 18.2% | 75.0%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 13.37% | 1029.12%-1015.8pp | 776.27%-762.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $293 | $3,084-90.5% | $2,914-89.9% | $4,662-93.7% |
| Participant deferral / active EE | $5,545 | $4,645+19.4% | $4,321+28.3% | $6,690-17.1% |
| Admin fee / account holder | $389 | $8,414-95.4% | $7,384-94.7% | $13,400-97.1% |