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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 | $408,357 | $110,379+270.0% | $102,412+298.7% | $145,884+179.9% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 10.13% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $693 | $4,216-83.6% | $3,870-82.1% | $4,662-85.1% |
| Participant deferral / active EE | $2,618 | $5,622-53.4% | $5,060-48.3% | $6,690-60.9% |
| Admin fee / account holder | $544,860 | $9,745+5491.3% | $8,388+6396.0% | $13,392+3968.6% |