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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 | $455,408 | $111,535+308.3% | $105,223+332.8% | $137,256+231.8% |
| Participation rate | 15.0% | 78.1%-63.1pp | 75.0%-60.0pp | 80.0%-65.0pp |
| Annual return | 15.73% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $716 | $3,939-81.8% | $3,689-80.6% | $4,156-82.8% |
| Participant deferral / active EE | $3,215 | $5,500-41.5% | $5,072-36.6% | $6,407-49.8% |
| Admin fee / account holder | $4,079 | $9,721-58.0% | $8,859-54.0% | $12,270-66.8% |