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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 | $482,274 | $95,453+405.2% | $112,040+330.4% | $82,448+484.9% |
| Participation rate | 13.5% | 72.8%-59.2pp | 76.5%-63.0pp | 68.1%-54.6pp |
| Annual return | 17.96% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $606 | $2,318-73.8% | $2,954-79.5% | $2,551-76.2% |
| Participant deferral / active EE | $2,047 | $4,224-51.5% | $5,098-59.8% | $4,139-50.6% |
| Admin fee / account holder | $32,969 | $9,013+265.8% | $12,098+172.5% | $7,234+355.7% |