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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 | $97,550+394.4% | $120,344+300.7% | $87,485+451.3% |
| Participation rate | 13.5% | 72.8%-59.3pp | 76.7%-63.2pp | 68.9%-55.4pp |
| Annual return | 17.96% | 18.41%-0.5pp | 20.30%-2.3pp | 26.06%-8.1pp |
| Employer contribution / active EE | $606 | $2,291-73.5% | $3,020-79.9% | $2,596-76.7% |
| Participant deferral / active EE | $2,047 | $4,230-51.6% | $5,135-60.1% | $4,274-52.1% |
| Admin fee / account holder | $32,969 | $9,543+245.5% | $12,742+158.7% | $7,775+324.0% |