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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 | $250,800 | $156,616+60.1% | $133,346+88.1% | $198,609+26.3% |
| Participation rate | 14.3% | 77.7%-63.4pp | 72.8%-58.6pp | 82.4%-68.1pp |
| Annual return | 10.20% | 44.25%-34.1pp | 36.85%-26.7pp | 202.70%-192.5pp |
| Employer contribution / active EE | $480 | $3,368-85.7% | $2,853-83.2% | $5,055-90.5% |
| Participant deferral / active EE | $1,800 | $4,920-63.4% | $4,332-58.5% | $6,977-74.2% |
| Admin fee / account holder | $132,598 | $17,468+659.1% | $14,264+829.6% | $19,030+596.8% |