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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 | $614,237 | $227,399+170.1% | $189,758+223.7% | $198,609+209.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 14.92% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,360 | $5,526-75.4% | $4,767-71.5% | $5,055-73.1% |
| Participant deferral / active EE | $8,575 | $6,837+25.4% | $5,856+46.4% | $6,977+22.9% |
| Admin fee / account holder | $4,439 | $25,162-82.4% | $20,388-78.2% | $19,030-76.7% |