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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 | $304,068 | $157,276+93.3% | $141,177+115.4% | $152,885+98.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.65% | 64.33%-45.7pp | 71.40%-52.8pp | 345.39%-326.7pp |
| Employer contribution / active EE | $830 | $5,262-84.2% | $4,736-82.5% | $4,763-82.6% |
| Participant deferral / active EE | $6,380 | $7,110-10.3% | $6,710-4.9% | $5,851+9.0% |
| Admin fee / account holder | $5,082 | $12,123-58.1% | $10,263-50.5% | $11,598-56.2% |