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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 | $303,131 | $86,938+248.7% | $102,423+196.0% | $80,925+274.6% |
| Participation rate | 52.5% | 72.4%-19.9pp | 76.5%-24.0pp | 67.7%-15.2pp |
| Annual return | 15.84% | 18.89%-3.1pp | 29.42%-13.6pp | 35.65%-19.8pp |
| Employer contribution / active EE | $499 | $2,369-79.0% | $3,023-83.5% | $2,756-81.9% |
| Participant deferral / active EE | $3,220 | $4,120-21.9% | $5,054-36.3% | $4,299-25.1% |
| Admin fee / account holder | $31,890 | $8,053+296.0% | $9,455+237.3% | $6,940+359.5% |