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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 | $376,997 | $142,430+164.7% | $115,170+227.3% | $152,897+146.6% |
| Participation rate | 40.0% | 82.4%-42.4pp | 75.9%-35.9pp | 82.5%-42.5pp |
| Annual return | 18.64% | 41.48%-22.8pp | 35.60%-17.0pp | 345.43%-326.8pp |
| Employer contribution / active EE | $633 | $4,011-84.2% | $3,179-80.1% | $4,764-86.7% |
| Participant deferral / active EE | $6,308 | $5,165+22.1% | $4,169+51.3% | $5,851+7.8% |
| Admin fee / account holder | $3,737 | $8,464-55.8% | $7,089-47.3% | $11,599-67.8% |