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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 | $256,619 | $93,617+174.1% | $135,982+88.7% | $75,177+241.4% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 22.57% | 30.89%-8.3pp | 68.32%-45.8pp | 160.75%-138.2pp |
| Employer contribution / active EE | $8 | $3,538-99.8% | $4,859-99.8% | $2,671-99.7% |
| Participant deferral / active EE | $9,745 | $6,406+52.1% | $7,760+25.6% | $4,126+136.2% |
| Admin fee / account holder | $7,612 | $6,980+9.1% | $10,767-29.3% | $5,651+34.7% |