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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 | $299,061 | $185,312+61.4% | $161,489+85.2% | $154,746+93.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 98.21% | 103.84%-5.6pp | 89.72%+8.5pp | 172.34%-74.1pp |
| Employer contribution / active EE | $678 | $4,769-85.8% | $4,268-84.1% | $4,379-84.5% |
| Participant deferral / active EE | $10,333 | $6,350+62.7% | $5,630+83.5% | $6,730+53.5% |
| Admin fee / account holder | $6,296 | $18,654-66.3% | $16,006-60.7% | $14,365-56.2% |