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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 | $395,272 | $110,379+258.1% | $102,412+286.0% | $145,884+171.0% |
| Participation rate | 13.3% | 77.9%-64.6pp | 74.5%-61.2pp | 80.3%-67.0pp |
| Annual return | 18.06% | 24.84%-6.8pp | 24.94%-6.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $444 | $4,216-89.5% | $3,870-88.5% | $4,662-90.5% |
| Participant deferral / active EE | $4,067 | $5,622-27.7% | $5,060-19.6% | $6,690-39.2% |
| Admin fee / account holder | $3,275 | $9,745-66.4% | $8,388-61.0% | $13,392-75.5% |