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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 | $301,597 | $87,037+246.5% | $106,201+184.0% | $80,874+272.9% |
| Participation rate | 48.4% | 70.4%-22.1pp | 75.3%-26.9pp | 67.6%-19.3pp |
| Annual return | 16.46% | 17.05%-0.6pp | 116.26%-99.8pp | 35.62%-19.2pp |
| Employer contribution / active EE | $575 | $2,396-76.0% | $3,170-81.8% | $2,756-79.1% |
| Participant deferral / active EE | $9,032 | $3,986+126.6% | $5,012+80.2% | $4,297+110.2% |
| Admin fee / account holder | $5,435 | $8,434-35.6% | $11,039-50.8% | $6,935-21.6% |