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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 | $251,021 | $79,955+214.0% | $98,461+154.9% | $75,173+233.9% |
| Participation rate | 46.9% | 70.4%-23.5pp | 75.2%-28.3pp | 67.2%-20.3pp |
| Annual return | 15.80% | 19.75%-3.9pp | 21.17%-5.4pp | 160.72%-144.9pp |
| Employer contribution / active EE | $471 | $2,264-79.2% | $3,049-84.5% | $2,671-82.3% |
| Participant deferral / active EE | $9,667 | $3,752+157.6% | $4,738+104.0% | $4,126+134.3% |
| Admin fee / account holder | $45,166 | $6,841+560.2% | $8,961+404.0% | $5,651+699.3% |