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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 | $344,453 | $155,833+121.0% | $124,693+176.2% | $167,518+105.6% |
| Participation rate | 27.3% | 81.1%-53.8pp | 74.6%-47.3pp | 82.1%-54.8pp |
| Annual return | 17.87% | 17.98%-0.1pp | 5144.19%-5126.3pp | 478.71%-460.8pp |
| Employer contribution / active EE | $229 | $4,164-94.5% | $3,324-93.1% | $4,838-95.3% |
| Participant deferral / active EE | $2,632 | $5,675-53.6% | $4,615-43.0% | $6,342-58.5% |
| Admin fee / account holder | $25,356 | $9,534+166.0% | $7,494+238.3% | $12,312+105.9% |