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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 | $320,976 | $102,422+213.4% | $147,117+118.2% | $80,959+296.5% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.7%-15.7pp |
| Annual return | 14.79% | 135.16%-120.4pp | 420.54%-405.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $547 | $3,717-85.3% | $4,932-88.9% | $2,757-80.2% |
| Participant deferral / active EE | $4,688 | $6,652-29.5% | $8,065-41.9% | $4,300+9.0% |
| Admin fee / account holder | $36,524 | $7,953+359.2% | $12,993+181.1% | $6,925+427.4% |