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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 | $259,176 | $156,616+65.5% | $133,346+94.4% | $198,609+30.5% |
| Participation rate | 15.4% | 77.7%-62.3pp | 72.8%-57.5pp | 82.4%-67.0pp |
| Annual return | 5.41% | 44.25%-38.8pp | 36.85%-31.4pp | 202.70%-197.3pp |
| Employer contribution / active EE | $578 | $3,368-82.8% | $2,853-79.8% | $5,055-88.6% |
| Participant deferral / active EE | $2,000 | $4,920-59.3% | $4,332-53.8% | $6,977-71.3% |
| Admin fee / account holder | $519,459 | $17,468+2873.8% | $14,264+3541.7% | $19,030+2629.6% |