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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 | $419,475 | $145,431+188.4% | $211,142+98.7% | $87,485+379.5% |
| Participation rate | 61.1% | 84.7%-23.6pp | 87.3%-26.2pp | 68.9%-7.8pp |
| Annual return | 15.92% | 27.21%-11.3pp | 46.84%-30.9pp | 26.06%-10.1pp |
| Employer contribution / active EE | $198 | $4,662-95.7% | $6,442-96.9% | $2,596-92.4% |
| Participant deferral / active EE | $13,613 | $6,859+98.5% | $9,284+46.6% | $4,274+218.5% |
| Admin fee / account holder | $8,368 | $17,052-50.9% | $19,076-56.1% | $7,775+7.6% |