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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 | $111,535+269.4% | $105,223+291.5% | $137,256+200.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 15.37% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $385 | $3,939-90.2% | $3,689-89.6% | $4,156-90.7% |
| Participant deferral / active EE | $4,000 | $5,500-27.3% | $5,072-21.1% | $6,407-37.6% |
| Admin fee / account holder | $1,211 | $9,721-87.5% | $8,859-86.3% | $12,270-90.1% |