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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 | $380,268 | $118,488+220.9% | $98,462+286.2% | $139,487+172.6% |
| Participation rate | 29.4% | 77.5%-48.1pp | 75.2%-45.8pp | 80.3%-50.9pp |
| Annual return | 20.73% | 18.96%+1.8pp | 21.17%-0.4pp | 373.84%-353.1pp |
| Employer contribution / active EE | $492 | $3,611-86.4% | $3,049-83.9% | $4,755-89.7% |
| Participant deferral / active EE | $3,011 | $5,393-44.2% | $4,738-36.5% | $6,713-55.2% |
| Admin fee / account holder | $868 | $13,868-93.7% | $8,875-90.2% | $11,407-92.4% |