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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 | $282,613 | $101,795+177.6% | $165,100+71.2% | $80,959+249.1% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 15.17% | 16.73%-1.6pp | 70.21%-55.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $37 | $2,954-98.7% | $4,348-99.1% | $2,757-98.7% |
| Participant deferral / active EE | $11,760 | $4,476+162.7% | $6,035+94.9% | $4,300+173.5% |
| Admin fee / account holder | $44,835 | $8,221+445.4% | $12,696+253.2% | $6,925+547.4% |