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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 | $401,177 | $108,882+268.5% | $96,754+314.6% | $154,746+159.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 14.64% | 98.39%-83.7pp | 82.04%-67.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $36 | $3,018-98.8% | $2,679-98.6% | $4,379-99.2% |
| Participant deferral / active EE | $21,971 | $5,323+312.8% | $4,758+361.8% | $6,730+226.5% |
| Admin fee / account holder | $5,476 | $10,200-46.3% | $8,905-38.5% | $14,365-61.9% |