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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 | $102,393+199.6% | $147,041+108.6% | $80,911+279.1% |
| Participation rate | 60.4% | 75.9%-15.4pp | 82.2%-21.8pp | 67.6%-7.2pp |
| Annual return | 13.38% | 134.95%-121.6pp | 419.21%-405.8pp | 35.63%-22.3pp |
| Employer contribution / active EE | $591 | $3,715-84.1% | $4,935-88.0% | $2,756-78.5% |
| Participant deferral / active EE | $6,308 | $6,647-5.1% | $8,071-21.8% | $4,297+46.8% |
| Admin fee / account holder | $62,164 | $7,943+682.6% | $13,006+378.0% | $6,935+796.4% |