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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 | $407,212 | $171,492+137.5% | $150,734+170.2% | $198,609+105.0% |
| Participation rate | 40.0% | 81.4%-41.4pp | 78.4%-38.4pp | 82.4%-42.4pp |
| Annual return | 9.43% | 804.70%-795.3pp | 600.81%-591.4pp | 202.70%-193.3pp |
| Employer contribution / active EE | $1,385 | $5,470-74.7% | $4,918-71.8% | $5,055-72.6% |
| Participant deferral / active EE | $6,370 | $6,259+1.8% | $5,610+13.6% | $6,977-8.7% |
| Admin fee / account holder | $2,789 | $17,628-84.2% | $14,905-81.3% | $19,030-85.3% |