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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 | $146,267+186.8% | $197,124+112.8% | $82,448+408.8% |
| Participation rate | 61.1% | 84.0%-22.9pp | 86.7%-25.6pp | 68.1%-7.0pp |
| Annual return | 15.92% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $198 | $4,723-95.8% | $6,227-96.8% | $2,551-92.2% |
| Participant deferral / active EE | $13,613 | $7,035+93.5% | $9,135+49.0% | $4,139+228.9% |
| Admin fee / account holder | $8,368 | $14,422-42.0% | $16,298-48.7% | $7,234+15.7% |