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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 | $488,899 | $57,575+749.2% | $124,067+294.1% | $86,983+462.1% |
| Participation rate | 8.5% | 62.3%-53.7pp | 66.9%-58.4pp | 69.5%-61.0pp |
| Annual return | 15.91% | 19.65%-3.7pp | 31.06%-15.1pp | 25.83%-9.9pp |
| Employer contribution / active EE | $310 | $1,615-80.8% | $2,166-85.7% | $2,584-88.0% |
| Participant deferral / active EE | $1,846 | $2,623-29.6% | $3,463-46.7% | $4,194-56.0% |
| Admin fee / account holder | $4,822 | $8,506-43.3% | $7,351-34.4% | $7,856-38.6% |