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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 | $286,646 | $149,679+91.5% | $117,039+144.9% | $147,586+94.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 15.06% | 19.31%-4.3pp | 18.95%-3.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $465 | $4,937-90.6% | $3,785-87.7% | $4,876-90.5% |
| Participant deferral / active EE | $13,519 | $4,912+175.2% | $3,929+244.0% | $5,439+148.6% |
| Admin fee / account holder | $3,679 | $7,856-53.2% | $5,974-38.4% | $10,886-66.2% |