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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 | $258,816 | $166,131+55.8% | $164,975+56.9% | $145,877+77.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 17.48% | 100.37%-82.9pp | 70.12%-52.6pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,106 | $5,276-79.0% | $4,343-74.5% | $4,663-76.3% |
| Participant deferral / active EE | $6,702 | $6,962-3.7% | $6,033+11.1% | $6,691+0.2% |
| Admin fee / account holder | $3,061 | $16,648-81.6% | $12,688-75.9% | $13,402-77.2% |