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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 | $259,497 | $102,385+153.5% | $147,080+76.4% | $80,935+220.6% |
| Participation rate | 36.4% | 75.9%-39.5pp | 82.2%-45.8pp | 67.7%-31.3pp |
| Annual return | 14.03% | 135.09%-121.1pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $796 | $3,717-78.6% | $4,933-83.9% | $2,757-71.1% |
| Participant deferral / active EE | $6,076 | $6,651-8.6% | $8,066-24.7% | $4,299+41.3% |
| Admin fee / account holder | $517 | $7,951-93.5% | $12,989-96.0% | $6,924-92.5% |