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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 | $438,722 | $111,830+292.3% | $93,696+368.2% | $145,884+200.7% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 12.65% | 204.08%-191.4pp | 133.74%-121.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $477 | $3,093-84.6% | $2,422-80.3% | $4,662-89.8% |
| Participant deferral / active EE | $5,083 | $4,920+3.3% | $4,417+15.1% | $6,690-24.0% |
| Admin fee / account holder | $4,946 | $10,249-51.7% | $8,287-40.3% | $13,392-63.1% |