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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 | $383,848 | $134,817+184.7% | $123,973+209.6% | $155,188+147.3% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.7%-56.7pp | 80.8%-60.8pp |
| Annual return | 15.01% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $754 | $4,425-83.0% | $4,126-81.7% | $4,248-82.3% |
| Participant deferral / active EE | $4,700 | $5,706-17.6% | $5,247-10.4% | $6,531-28.0% |
| Admin fee / account holder | $3,102 | $13,245-76.6% | $11,799-73.7% | $14,480-78.6% |