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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 | $430,380 | $111,814+284.9% | $93,654+359.5% | $145,959+194.9% |
| Participation rate | 38.1% | 74.2%-36.1pp | 68.7%-30.6pp | 80.3%-42.2pp |
| Annual return | 15.73% | 203.30%-187.6pp | 133.34%-117.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $329 | $3,092-89.4% | $2,421-86.4% | $4,661-92.9% |
| Participant deferral / active EE | $1,320 | $4,914-73.1% | $4,413-70.1% | $6,689-80.3% |
| Admin fee / account holder | $1,473 | $10,246-85.6% | $8,282-82.2% | $13,398-89.0% |