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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 | $51,638+416.5% | $68,368+290.1% | $82,448+223.5% |
| Participation rate | 3.4% | 63.6%-60.2pp | 73.8%-70.4pp | 68.1%-64.7pp |
| Annual return | 17.36% | 37.53%-20.2pp | 292.57%-275.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $111 | $2,047-94.6% | $2,649-95.8% | $2,551-95.7% |
| Participant deferral / active EE | $792 | $2,914-72.8% | $4,123-80.8% | $4,139-80.9% |
| Admin fee / account holder | $3,834 | $4,643-17.4% | $5,150-25.5% | $7,234-47.0% |