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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 | $388,271 | $112,729+244.4% | $98,716+293.3% | $137,256+182.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 13.96% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $384 | $2,725-85.9% | $2,279-83.2% | $4,156-90.8% |
| Participant deferral / active EE | $3,375 | $4,640-27.3% | $4,048-16.6% | $6,407-47.3% |
| Admin fee / account holder | $2,380 | $10,129-76.5% | $8,703-72.7% | $12,270-80.6% |