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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 | $411,979 | $129,737+217.5% | $119,126+245.8% | $154,746+166.2% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 15.37% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $385 | $4,375-91.2% | $4,034-90.5% | $4,379-91.2% |
| Participant deferral / active EE | $4,000 | $5,842-31.5% | $5,318-24.8% | $6,730-40.6% |
| Admin fee / account holder | $1,211 | $11,961-89.9% | $10,693-88.7% | $14,365-91.6% |