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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 | $334,890 | $124,330+169.4% | $109,173+206.8% | $167,536+99.9% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 14.33% | 26.04%-11.7pp | 25.75%-11.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $87 | $4,209-97.9% | $3,723-97.7% | $4,839-98.2% |
| Participant deferral / active EE | $2,000 | $5,256-62.0% | $4,654-57.0% | $6,342-68.5% |
| Admin fee / account holder | $7,334 | $7,974-8.0% | $6,755+8.6% | $12,315-40.4% |