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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 | $319,568 | $159,934+99.8% | $147,005+117.4% | $145,959+118.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.13% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $976 | $5,287-81.5% | $4,934-80.2% | $4,661-79.1% |
| Participant deferral / active EE | $5,598 | $8,427-33.6% | $8,070-30.6% | $6,689-16.3% |
| Admin fee / account holder | $6,375 | $15,053-57.7% | $13,006-51.0% | $13,398-52.4% |