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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 | $291,559 | $104,694+178.5% | $85,709+240.2% | $167,536+74.0% |
| Participation rate | 8.3% | 76.4%-68.0pp | 69.9%-61.5pp | 82.1%-73.8pp |
| Annual return | 9.77% | 21.45%-11.7pp | 21.49%-11.7pp | 478.82%-469.0pp |
| Employer contribution / active EE | $179 | $3,337-94.6% | $2,619-93.2% | $4,839-96.3% |
| Participant deferral / active EE | $2,167 | $4,826-55.1% | $3,924-44.8% | $6,342-65.8% |
| Admin fee / account holder | $33,585 | $10,035+234.7% | $6,876+388.4% | $12,315+172.7% |