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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 | $86,938+394.7% | $102,423+319.9% | $80,925+431.5% |
| Participation rate | 31.4% | 72.4%-41.0pp | 76.5%-45.1pp | 67.7%-36.2pp |
| Annual return | 21.05% | 18.89%+2.2pp | 29.42%-8.4pp | 35.65%-14.6pp |
| Employer contribution / active EE | $664 | $2,369-72.0% | $3,023-78.0% | $2,756-75.9% |
| Participant deferral / active EE | $3,567 | $4,120-13.4% | $5,054-29.4% | $4,299-17.0% |
| Admin fee / account holder | $37,618 | $8,053+367.2% | $9,455+297.9% | $6,940+442.0% |