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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 | $362,026 | $81,476+344.3% | $102,383+253.6% | $80,925+347.4% |
| Participation rate | 33.9% | 66.8%-32.9pp | 74.5%-40.6pp | 67.7%-33.7pp |
| Annual return | 205.44% | 25.59%+179.8pp | 24.94%+180.5pp | 35.65%+169.8pp |
| Employer contribution / active EE | $285 | $3,105-90.8% | $3,870-92.6% | $2,756-89.7% |
| Participant deferral / active EE | $4,261 | $3,871+10.1% | $5,060-15.8% | $4,299-0.9% |
| Admin fee / account holder | $3,347 | $6,717-50.2% | $8,391-60.1% | $6,940-51.8% |