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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 | $277,792 | $106,864+159.9% | $147,318+88.6% | $82,637+236.2% |
| Participation rate | 22.2% | 75.5%-53.3pp | 82.1%-59.8pp | 68.1%-45.8pp |
| Annual return | 15.10% | 27.49%-12.4pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $554 | $3,417-83.8% | $4,593-87.9% | $2,552-78.3% |
| Participant deferral / active EE | $2,591 | $6,496-60.1% | $7,906-67.2% | $4,126-37.2% |
| Admin fee / account holder | $2,013 | $8,415-76.1% | $13,708-85.3% | $7,339-72.6% |