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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 | $365,099 | $100,139+264.6% | $85,187+328.6% | $145,884+150.3% |
| Participation rate | 9.1% | 74.1%-65.0pp | 67.5%-58.4pp | 80.3%-71.2pp |
| Annual return | 11.31% | 84.15%-72.8pp | 66.67%-55.4pp | 551.85%-540.5pp |
| Employer contribution / active EE | $333 | $3,238-89.7% | $2,732-87.8% | $4,662-92.9% |
| Participant deferral / active EE | $2,432 | $5,296-54.1% | $4,525-46.3% | $6,690-63.6% |
| Admin fee / account holder | $3,280 | $7,262-54.8% | $6,162-46.8% | $13,392-75.5% |