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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 | $352,917 | $94,031+275.3% | $115,768+204.8% | $82,448+328.0% |
| Participation rate | 40.0% | 70.4%-30.4pp | 74.4%-34.4pp | 68.1%-28.1pp |
| Annual return | 18.70% | 20.61%-1.9pp | 100.46%-81.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $476 | $2,323-79.5% | $2,940-83.8% | $2,551-81.3% |
| Participant deferral / active EE | $2,539 | $3,972-36.1% | $4,917-48.4% | $4,139-38.7% |
| Admin fee / account holder | $8,293 | $10,249-19.1% | $12,439-33.3% | $7,234+14.6% |