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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 | $329,460 | $96,236+242.3% | $133,698+146.4% | $80,959+306.9% |
| Participation rate | 55.6% | 71.2%-15.7pp | 76.4%-20.9pp | 67.7%-12.1pp |
| Annual return | 13.91% | 28.74%-14.8pp | 580.90%-567.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $366 | $3,350-89.1% | $4,218-91.3% | $2,757-86.7% |
| Participant deferral / active EE | $3,651 | $5,709-36.0% | $7,016-48.0% | $4,300-15.1% |
| Admin fee / account holder | $32,216 | $8,250+290.5% | $6,703+380.6% | $6,925+365.2% |