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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 | $115,225+132.7% | $100,712+166.2% | $138,895+93.0% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 16.15% | 40.35%-24.2pp | 33.27%-17.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $422 | $2,771-84.8% | $2,313-81.8% | $4,194-89.9% |
| Participant deferral / active EE | $2,379 | $4,699-49.4% | $4,085-41.8% | $6,396-62.8% |
| Admin fee / account holder | $57,742 | $10,844+432.5% | $9,256+523.8% | $12,562+359.6% |