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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 | $275,888 | $106,918+158.0% | $84,021+228.4% | $152,897+80.4% |
| Participation rate | 9.5% | 75.2%-65.7pp | 69.0%-59.5pp | 82.5%-72.9pp |
| Annual return | 22.33% | 105.01%-82.7pp | 71.32%-49.0pp | 345.43%-323.1pp |
| Employer contribution / active EE | $316 | $2,735-88.5% | $1,984-84.1% | $4,764-93.4% |
| Participant deferral / active EE | $1,113 | $4,012-72.3% | $3,239-65.6% | $5,851-81.0% |
| Admin fee / account holder | $21,299 | $8,288+157.0% | $6,102+249.1% | $11,599+83.6% |