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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 | $266,716 | $61,125+336.3% | $94,057+183.6% | $87,485+204.9% |
| Participation rate | 3.4% | 64.1%-60.7pp | 73.3%-70.0pp | 68.9%-65.6pp |
| Annual return | 17.36% | 35.20%-17.8pp | 480.62%-463.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $111 | $2,136-94.8% | $2,933-96.2% | $2,596-95.7% |
| Participant deferral / active EE | $792 | $3,260-75.7% | $4,709-83.2% | $4,274-81.5% |
| Admin fee / account holder | $3,834 | $5,629-31.9% | $7,244-47.1% | $7,775-50.7% |