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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 | $306,152 | $106,280+188.1% | $96,538+217.1% | $139,487+119.5% |
| Participation rate | 13.3% | 77.8%-64.5pp | 74.3%-61.0pp | 80.3%-67.0pp |
| Annual return | 21.03% | 38.48%-17.5pp | 35.74%-14.7pp | 373.84%-352.8pp |
| Employer contribution / active EE | $441 | $4,107-89.3% | $3,740-88.2% | $4,755-90.7% |
| Participant deferral / active EE | $4,000 | $5,457-26.7% | $4,880-18.0% | $6,713-40.4% |
| Admin fee / account holder | $2,477 | $7,888-68.6% | $6,737-63.2% | $11,407-78.3% |