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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 | $320,536 | $101,798+214.9% | $165,071+94.2% | $80,935+296.0% |
| Participation rate | 68.4% | 71.8%-3.4pp | 78.6%-10.2pp | 67.7%+0.8pp |
| Annual return | 19.01% | 16.73%+2.3pp | 70.17%-51.2pp | 35.66%-16.6pp |
| Employer contribution / active EE | $450 | $2,954-84.8% | $4,347-89.7% | $2,757-83.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $31,437 | $8,221+282.4% | $12,695+147.6% | $6,924+354.0% |