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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 | $300,671 | $96,361+212.0% | $80,607+273.0% | $139,456+115.6% |
| Participation rate | 9.1% | 73.6%-64.6pp | 67.0%-57.9pp | 80.3%-71.2pp |
| Annual return | 13.81% | 1350.95%-1337.1pp | 936.11%-922.3pp | 373.45%-359.6pp |
| Employer contribution / active EE | $298 | $3,262-90.9% | $2,724-89.0% | $4,753-93.7% |
| Participant deferral / active EE | $2,386 | $5,232-54.4% | $4,448-46.3% | $6,711-64.4% |
| Admin fee / account holder | $2,555 | $6,601-61.3% | $5,379-52.5% | $11,407-77.6% |