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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 | $460,453 | $117,846+290.7% | $102,434+349.5% | $145,884+215.6% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 17.79% | 31.90%-14.1pp | 29.46%-11.7pp | 551.85%-534.1pp |
| Employer contribution / active EE | $825 | $3,615-77.2% | $3,023-72.7% | $4,662-82.3% |
| Participant deferral / active EE | $3,493 | $5,733-39.1% | $5,055-30.9% | $6,690-47.8% |
| Admin fee / account holder | $26,256 | $13,356+96.6% | $9,462+177.5% | $13,392+96.1% |