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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 | $305,773 | $88,672+244.8% | $105,223+190.6% | $82,448+270.9% |
| Participation rate | 25.9% | 67.9%-42.1pp | 75.0%-49.2pp | 68.1%-42.2pp |
| Annual return | 13.08% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $649 | $3,048-78.7% | $3,689-82.4% | $2,551-74.6% |
| Participant deferral / active EE | $2,816 | $4,036-30.2% | $5,072-44.5% | $4,139-32.0% |
| Admin fee / account holder | $1,472 | $7,146-79.4% | $8,859-83.4% | $7,234-79.7% |