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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 | $124,980+100.7% | $108,359+131.5% | $154,746+62.1% |
| Participation rate | 14.3% | 75.2%-60.9pp | 70.1%-55.8pp | 80.7%-66.4pp |
| Annual return | 10.20% | 45.00%-34.8pp | 36.89%-26.7pp | 172.34%-162.1pp |
| Employer contribution / active EE | $480 | $2,851-83.2% | $2,399-80.0% | $4,379-89.0% |
| Participant deferral / active EE | $1,800 | $4,743-62.0% | $4,137-56.5% | $6,730-73.3% |
| Admin fee / account holder | $132,598 | $11,502+1052.9% | $9,741+1261.3% | $14,365+823.0% |