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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 | $432,739 | $85,060+408.7% | $70,548+513.4% | $139,456+210.3% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.3%-48.3pp | 80.3%-60.3pp |
| Annual return | 28.00% | 30.38%-2.4pp | 32.78%-4.8pp | 373.45%-345.4pp |
| Employer contribution / active EE | $296 | $3,911-92.4% | $2,975-90.0% | $4,753-93.8% |
| Participant deferral / active EE | $6,000 | $5,890+1.9% | $4,567+31.4% | $6,711-10.6% |
| Admin fee / account holder | $2,345 | $8,925-73.7% | $6,424-63.5% | $11,407-79.4% |