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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 | $257,844 | $72,071+257.8% | $68,368+277.1% | $137,256+87.9% |
| Participation rate | 4.5% | 76.2%-71.7pp | 73.8%-69.2pp | 80.0%-75.4pp |
| Annual return | 13.96% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $363 | $2,788-87.0% | $2,649-86.3% | $4,156-91.3% |
| Participant deferral / active EE | $1,098 | $4,410-75.1% | $4,123-73.4% | $6,407-82.9% |
| Admin fee / account holder | $2,626 | $5,336-50.8% | $5,150-49.0% | $12,270-78.6% |