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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 | $320,637 | $81,487+293.5% | $102,412+213.1% | $80,935+296.2% |
| Participation rate | 11.1% | 66.8%-55.7pp | 74.5%-63.4pp | 67.7%-56.6pp |
| Annual return | 14.45% | 25.60%-11.1pp | 24.94%-10.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $504 | $3,103-83.8% | $3,870-87.0% | $2,757-81.7% |
| Participant deferral / active EE | $2,012 | $3,871-48.0% | $5,060-60.2% | $4,299-53.2% |
| Admin fee / account holder | $3,213 | $6,717-52.2% | $8,388-61.7% | $6,924-53.6% |