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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 | $360,661 | $108,825+231.4% | $156,181+130.9% | $82,448+337.4% |
| Participation rate | 17.6% | 72.4%-54.7pp | 78.8%-61.2pp | 68.1%-50.4pp |
| Annual return | 13.64% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $540 | $2,870-81.2% | $4,294-87.4% | $2,551-78.8% |
| Participant deferral / active EE | $1,986 | $4,577-56.6% | $6,132-67.6% | $4,139-52.0% |
| Admin fee / account holder | $3,563 | $9,341-61.9% | $14,586-75.6% | $7,234-50.8% |