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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 | $287,390 | $129,737+121.5% | $119,126+141.2% | $154,746+85.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 12.98% | 379.08%-366.1pp | 282.11%-269.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $885 | $4,375-79.8% | $4,034-78.1% | $4,379-79.8% |
| Participant deferral / active EE | $5,204 | $5,842-10.9% | $5,318-2.1% | $6,730-22.7% |
| Admin fee / account holder | $48,637 | $11,961+306.6% | $10,693+354.8% | $14,365+238.6% |