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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 | $268,089 | $112,729+137.8% | $98,716+171.6% | $137,256+95.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 16.15% | 38.48%-22.3pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $422 | $2,725-84.5% | $2,279-81.5% | $4,156-89.8% |
| Participant deferral / active EE | $2,379 | $4,640-48.7% | $4,048-41.2% | $6,407-62.9% |
| Admin fee / account holder | $57,742 | $10,129+470.1% | $8,703+563.5% | $12,270+370.6% |