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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 | $295,394 | $111,535+164.8% | $105,223+180.7% | $137,256+115.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 17.63% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $332 | $3,939-91.6% | $3,689-91.0% | $4,156-92.0% |
| Participant deferral / active EE | $5,636 | $5,500+2.5% | $5,072+11.1% | $6,407-12.0% |
| Admin fee / account holder | $2,901 | $9,721-70.2% | $8,859-67.3% | $12,270-76.4% |