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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 | $358,831 | $197,637+81.6% | $177,848+101.8% | $158,982+125.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 20.37% | 58.77%-38.4pp | 48.33%-28.0pp | 302.99%-282.6pp |
| Employer contribution / active EE | $1,384 | $6,698-79.3% | $5,919-76.6% | $4,763-70.9% |
| Participant deferral / active EE | $5,216 | $8,405-37.9% | $7,714-32.4% | $5,983-12.8% |
| Admin fee / account holder | $1,262 | $15,406-91.8% | $12,431-89.8% | $11,252-88.8% |