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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 | $295,880 | $171,492+72.5% | $150,734+96.3% | $198,609+49.0% |
| Participation rate | 57.9% | 81.4%-23.5pp | 78.4%-20.5pp | 82.4%-24.5pp |
| Annual return | 15.06% | 804.70%-789.6pp | 600.81%-585.7pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,191 | $5,470-78.2% | $4,918-75.8% | $5,055-76.4% |
| Participant deferral / active EE | $6,394 | $6,259+2.2% | $5,610+14.0% | $6,977-8.4% |
| Admin fee / account holder | $111,323 | $17,628+531.5% | $14,905+646.9% | $19,030+485.0% |