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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 | $273,322 | $77,920+250.8% | $149,723+82.6% | $75,177+263.6% |
| Participation rate | 26.7% | 65.6%-38.9pp | 78.8%-52.1pp | 67.2%-40.5pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $7 | $3,138-99.8% | $4,821-99.9% | $2,671-99.8% |
| Participant deferral / active EE | $1,573 | $3,411-53.9% | $5,682-72.3% | $4,126-61.9% |
| Admin fee / account holder | $606 | $5,951-89.8% | $13,215-95.4% | $5,651-89.3% |