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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 | $270,381 | $102,385+164.1% | $147,080+83.8% | $80,935+234.1% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.7%-10.9pp |
| Annual return | 16.31% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.3pp |
| Employer contribution / active EE | $735 | $3,717-80.2% | $4,933-85.1% | $2,757-73.3% |
| Participant deferral / active EE | $9,056 | $6,651+36.2% | $8,066+12.3% | $4,299+110.6% |
| Admin fee / account holder | $27,810 | $7,951+249.8% | $12,989+114.1% | $6,924+301.6% |