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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 | $276,027 | $117,846+134.2% | $102,434+169.5% | $145,884+89.2% |
| Participation rate | 21.4% | 78.6%-57.2pp | 76.5%-55.1pp | 80.3%-58.9pp |
| Annual return | 15.23% | 31.90%-16.7pp | 29.46%-14.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $845 | $3,615-76.6% | $3,023-72.1% | $4,662-81.9% |
| Participant deferral / active EE | $1,971 | $5,733-65.6% | $5,055-61.0% | $6,690-70.5% |
| Admin fee / account holder | $2,705 | $13,356-79.7% | $9,462-71.4% | $13,392-79.8% |