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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 | $307,954 | $124,425+147.5% | $112,040+174.9% | $137,256+124.4% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 18.95% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $728 | $3,411-78.7% | $2,954-75.3% | $4,156-82.5% |
| Participant deferral / active EE | $2,913 | $5,718-49.1% | $5,098-42.9% | $6,407-54.5% |
| Admin fee / account holder | $2,755 | $15,207-81.9% | $12,098-77.2% | $12,270-77.5% |