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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 | $261,883 | $102,393+155.8% | $147,041+78.1% | $80,911+223.7% |
| Participation rate | 56.4% | 75.9%-19.4pp | 82.2%-25.8pp | 67.6%-11.2pp |
| Annual return | 13.53% | 134.95%-121.4pp | 419.21%-405.7pp | 35.63%-22.1pp |
| Employer contribution / active EE | $339 | $3,715-90.9% | $4,935-93.1% | $2,756-87.7% |
| Participant deferral / active EE | $7,434 | $6,647+11.8% | $8,071-7.9% | $4,297+73.0% |
| Admin fee / account holder | $14,677 | $7,943+84.8% | $13,006+12.8% | $6,935+111.7% |