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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 | $296,840 | $124,425+138.6% | $112,040+164.9% | $137,256+116.3% |
| Participation rate | 6.7% | 79.3%-72.6pp | 76.5%-69.8pp | 80.0%-73.3pp |
| Annual return | 13.45% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $277 | $3,411-91.9% | $2,954-90.6% | $4,156-93.3% |
| Participant deferral / active EE | $2,067 | $5,718-63.9% | $5,098-59.5% | $6,407-67.7% |
| Admin fee / account holder | $2,968 | $15,207-80.5% | $12,098-75.5% | $12,270-75.8% |