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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 | $296,868 | $227,399+30.5% | $189,758+56.4% | $198,609+49.5% |
| Participation rate | 55.6% | 84.0%-28.4pp | 79.8%-24.2pp | 82.4%-26.8pp |
| Annual return | 16.81% | 61.03%-44.2pp | 52.62%-35.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,358 | $5,526-75.4% | $4,767-71.5% | $5,055-73.1% |
| Participant deferral / active EE | $6,284 | $6,837-8.1% | $5,856+7.3% | $6,977-9.9% |
| Admin fee / account holder | $12,038 | $25,162-52.2% | $20,388-41.0% | $19,030-36.7% |