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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 | $286,448 | $84,458+239.2% | $102,184+180.3% | $64,340+345.2% |
| Participation rate | 54.7% | 74.2%-19.5pp | 82.6%-27.9pp | 55.2%-0.5pp |
| Annual return | 18.03% | 45.73%-27.7pp | 31.58%-13.6pp | 24.14%-6.1pp |
| Employer contribution / active EE | $2 | $2,412-99.9% | $3,594-99.9% | $1,862-99.9% |
| Participant deferral / active EE | $9,283 | $6,208+49.5% | $8,309+11.7% | $2,980+211.5% |
| Admin fee / account holder | $2,199 | $2,926-24.8% | $11,609-81.1% | $3,703-40.6% |