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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 | $336,972 | $102,429+229.0% | $147,096+129.1% | $80,925+316.4% |
| Participation rate | 44.2% | 75.9%-31.7pp | 82.2%-38.0pp | 67.7%-23.5pp |
| Annual return | 12.18% | 135.02%-122.8pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $242 | $3,716-93.5% | $4,936-95.1% | $2,756-91.2% |
| Participant deferral / active EE | $8,698 | $6,649+30.8% | $8,071+7.8% | $4,299+102.4% |
| Admin fee / account holder | $9,741 | $7,957+22.4% | $13,005-25.1% | $6,940+40.4% |