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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 | $365,438 | $110,379+231.1% | $102,412+256.8% | $145,884+150.5% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 15.53% | 24.84%-9.3pp | 24.94%-9.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $590 | $4,216-86.0% | $3,870-84.8% | $4,662-87.3% |
| Participant deferral / active EE | $3,813 | $5,622-32.2% | $5,060-24.7% | $6,690-43.0% |
| Admin fee / account holder | $2,782 | $9,745-71.5% | $8,388-66.8% | $13,392-79.2% |