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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 | $312,229 | $196,972+58.5% | $182,262+71.3% | $198,609+57.2% |
| Participation rate | 52.9% | 85.7%-32.8pp | 84.2%-31.3pp | 82.4%-29.4pp |
| Annual return | 10.53% | 158.27%-147.7pp | 140.60%-130.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $988 | $5,364-81.6% | $5,046-80.4% | $5,055-80.5% |
| Participant deferral / active EE | $4,635 | $8,643-46.4% | $8,276-44.0% | $6,977-33.6% |
| Admin fee / account holder | $104,822 | $18,429+468.8% | $16,712+527.2% | $19,030+450.8% |