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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 | $351,450 | $114,119+208.0% | $107,187+227.9% | $138,895+153.0% |
| Participation rate | 6.3% | 78.1%-71.8pp | 75.0%-68.8pp | 79.9%-73.7pp |
| Annual return | 15.70% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $575 | $4,059-85.8% | $3,782-84.8% | $4,194-86.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $52,950 | $10,024+428.3% | $9,162+477.9% | $12,562+321.5% |