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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 | $49,976+433.7% | $66,674+300.0% | $82,637+222.8% |
| Participation rate | 3.4% | 63.1%-59.7pp | 73.7%-70.3pp | 68.1%-64.7pp |
| Annual return | 17.36% | 39.09%-21.7pp | 321.24%-303.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $111 | $1,988-94.4% | $2,620-95.8% | $2,552-95.7% |
| Participant deferral / active EE | $792 | $2,847-72.2% | $4,084-80.6% | $4,126-80.8% |
| Admin fee / account holder | $3,834 | $4,594-16.5% | $5,098-24.8% | $7,339-47.8% |