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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 | $353,156 | $101,795+246.9% | $165,100+113.9% | $80,959+336.2% |
| Participation rate | 16.7% | 71.8%-55.2pp | 78.6%-62.0pp | 67.7%-51.0pp |
| Annual return | 19.90% | 16.73%+3.2pp | 70.21%-50.3pp | 35.67%-15.8pp |
| Employer contribution / active EE | $584 | $2,954-80.2% | $4,348-86.6% | $2,757-78.8% |
| Participant deferral / active EE | $2,005 | $4,476-55.2% | $6,035-66.8% | $4,300-53.4% |
| Admin fee / account holder | $3,161 | $8,221-61.6% | $12,696-75.1% | $6,925-54.4% |