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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 | $338,864 | $111,787+203.1% | $93,681+261.7% | $145,978+132.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.34% | 203.52%-193.2pp | 133.47%-123.1pp | 550.52%-540.2pp |
| Employer contribution / active EE | $345 | $3,093-88.8% | $2,422-85.8% | $4,662-92.6% |
| Participant deferral / active EE | $7,350 | $4,918+49.5% | $4,415+66.5% | $6,690+9.9% |
| Admin fee / account holder | $7,119 | $10,256-30.6% | $8,290-14.1% | $13,400-46.9% |