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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 | $267,489 | $201,372+32.8% | $184,260+45.2% | $145,884+83.4% |
| Participation rate | 28.6% | 87.5%-58.9pp | 86.8%-58.3pp | 80.3%-51.7pp |
| Annual return | 15.32% | 29.04%-13.7pp | 28.84%-13.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,775 | $9,808-41.1% | $9,133-36.8% | $6,690-13.7% |
| Admin fee / account holder | $46,043 | $16,362+181.4% | $13,898+231.3% | $13,392+243.8% |