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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 | $306,725 | $102,385+199.6% | $147,080+108.5% | $80,935+279.0% |
| Participation rate | 60.4% | 75.9%-15.5pp | 82.2%-21.8pp | 67.7%-7.2pp |
| Annual return | 13.38% | 135.09%-121.7pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $591 | $3,717-84.1% | $4,933-88.0% | $2,757-78.5% |
| Participant deferral / active EE | $6,308 | $6,651-5.2% | $8,066-21.8% | $4,299+46.7% |
| Admin fee / account holder | $62,164 | $7,951+681.8% | $12,989+378.6% | $6,924+797.8% |