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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 | $296,543 | $148,629+99.5% | $135,982+118.1% | $139,487+112.6% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 14.28% | 79.33%-65.0pp | 68.32%-54.0pp | 373.84%-359.6pp |
| Employer contribution / active EE | $650 | $5,247-87.6% | $4,859-86.6% | $4,755-86.3% |
| Participant deferral / active EE | $2,600 | $8,102-67.9% | $7,760-66.5% | $6,713-61.3% |
| Admin fee / account holder | $3,365 | $12,406-72.9% | $10,767-68.7% | $11,407-70.5% |