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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 | $342,381 | $166,268+105.9% | $165,100+107.4% | $145,897+134.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 29.33% | 100.52%-71.2pp | 70.21%-40.9pp | 552.29%-523.0pp |
| Employer contribution / active EE | $1,022 | $5,284-80.7% | $4,348-76.5% | $4,663-78.1% |
| Participant deferral / active EE | $2,145 | $6,964-69.2% | $6,035-64.5% | $6,689-67.9% |
| Admin fee / account holder | $3,572 | $16,659-78.6% | $12,696-71.9% | $13,390-73.3% |