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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 | $430,111 | $86,949+394.7% | $102,460+319.8% | $80,959+431.3% |
| Participation rate | 31.4% | 72.4%-41.0pp | 76.5%-45.1pp | 67.7%-36.2pp |
| Annual return | 21.05% | 18.89%+2.2pp | 29.47%-8.4pp | 35.67%-14.6pp |
| Employer contribution / active EE | $664 | $2,370-72.0% | $3,025-78.0% | $2,757-75.9% |
| Participant deferral / active EE | $3,567 | $4,121-13.5% | $5,056-29.5% | $4,300-17.1% |
| Admin fee / account holder | $37,618 | $8,048+367.4% | $9,460+297.7% | $6,925+443.2% |