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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 | $272,920 | $93,617+191.5% | $135,982+100.7% | $75,177+263.0% |
| Participation rate | 30.8% | 75.2%-44.4pp | 81.9%-51.2pp | 67.2%-36.4pp |
| Annual return | 15.68% | 30.89%-15.2pp | 68.32%-52.6pp | 160.75%-145.1pp |
| Employer contribution / active EE | $136 | $3,538-96.2% | $4,859-97.2% | $2,671-94.9% |
| Participant deferral / active EE | $2,912 | $6,406-54.5% | $7,760-62.5% | $4,126-29.4% |
| Admin fee / account holder | $33,250 | $6,980+376.4% | $10,767+208.8% | $5,651+488.4% |