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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 | $317,167 | $51,184+519.7% | $66,439+377.4% | $86,983+264.6% |
| Participation rate | 35.9% | 68.5%-32.6pp | 74.5%-38.6pp | 69.5%-33.6pp |
| Annual return | 15.73% | 17.07%-1.3pp | 757.66%-741.9pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,077 | $2,927-29.1% | $3,876-46.4% | $4,194-50.5% |
| Admin fee / account holder | $15,810 | $4,154+280.6% | $6,173+156.1% | $7,856+101.3% |