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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 | $330,661 | $102,638+222.2% | $81,991+303.3% | $158,966+108.0% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.3%-44.3pp | 82.0%-57.0pp |
| Annual return | 21.95% | 61.05%-39.1pp | 41.31%-19.4pp | 302.95%-281.0pp |
| Employer contribution / active EE | $300 | $3,241-90.7% | $2,498-88.0% | $4,762-93.7% |
| Participant deferral / active EE | $6,500 | $4,649+39.8% | $3,722+74.6% | $5,983+8.6% |
| Admin fee / account holder | $2,309 | $8,237-72.0% | $5,665-59.2% | $11,250-79.5% |