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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 | $348,738 | $111,830+211.8% | $93,696+272.2% | $145,884+139.1% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 19.56% | 204.08%-184.5pp | 133.74%-114.2pp | 551.85%-532.3pp |
| Employer contribution / active EE | $360 | $3,093-88.4% | $2,422-85.1% | $4,662-92.3% |
| Participant deferral / active EE | $2,071 | $4,920-57.9% | $4,417-53.1% | $6,690-69.0% |
| Admin fee / account holder | $14,729 | $10,249+43.7% | $8,287+77.7% | $13,392+10.0% |