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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 | $299,710 | $111,814+168.0% | $103,374+189.9% | $145,959+105.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 11.44% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $400 | $4,214-90.5% | $3,869-89.7% | $4,661-91.4% |
| Participant deferral / active EE | $8,625 | $5,618+53.5% | $5,058+70.5% | $6,689+29.0% |
| Admin fee / account holder | $54,745 | $9,754+461.2% | $8,394+552.2% | $13,398+308.6% |