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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 | $483,335 | $227,399+112.5% | $189,758+154.7% | $198,609+143.4% |
| Participation rate | 20.0% | 84.0%-64.0pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | 8.03% | 61.03%-53.0pp | 52.62%-44.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $758 | $5,526-86.3% | $4,767-84.1% | $5,055-85.0% |
| Participant deferral / active EE | $4,700 | $6,837-31.3% | $5,856-19.7% | $6,977-32.6% |
| Admin fee / account holder | $4,179 | $25,162-83.4% | $20,388-79.5% | $19,030-78.0% |