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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 | $110,379+171.5% | $102,412+192.7% | $145,884+105.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 11.44% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $400 | $4,216-90.5% | $3,870-89.7% | $4,662-91.4% |
| Participant deferral / active EE | $8,625 | $5,622+53.4% | $5,060+70.5% | $6,690+28.9% |
| Admin fee / account holder | $54,745 | $9,745+461.8% | $8,388+552.7% | $13,392+308.8% |