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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 | $257,340 | $92,798+177.3% | $96,707+166.1% | $137,256+87.5% |
| Participation rate | 25.0% | 81.6%-56.6pp | 80.4%-55.4pp | 80.0%-55.0pp |
| Annual return | 17.65% | 31.24%-13.6pp | 34.78%-17.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $856 | $4,147-79.4% | $4,191-79.6% | $4,156-79.4% |
| Participant deferral / active EE | $3,229 | $5,877-45.0% | $5,997-46.2% | $6,407-49.6% |
| Admin fee / account holder | $4,633 | $7,946-41.7% | $7,503-38.3% | $12,270-62.2% |