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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 | $324,314 | $88,754+265.4% | $81,820+296.4% | $145,877+122.3% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 27.47% | 1031.77%-1004.3pp | 777.93%-750.5pp | 551.28%-523.8pp |
| Employer contribution / active EE | $321 | $3,085-89.6% | $2,915-89.0% | $4,663-93.1% |
| Participant deferral / active EE | $4,252 | $4,648-8.5% | $4,323-1.6% | $6,691-36.5% |
| Admin fee / account holder | $2,060 | $8,424-75.5% | $7,391-72.1% | $13,402-84.6% |