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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 | $312,094 | $88,672+252.0% | $105,223+196.6% | $82,448+278.5% |
| Participation rate | 23.7% | 67.9%-44.2pp | 75.0%-51.4pp | 68.1%-44.4pp |
| Annual return | 15.37% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $353 | $3,048-88.4% | $3,689-90.4% | $2,551-86.2% |
| Participant deferral / active EE | $2,052 | $4,036-49.2% | $5,072-59.5% | $4,139-50.4% |
| Admin fee / account holder | $8,591 | $7,146+20.2% | $8,859-3.0% | $7,234+18.8% |