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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 | $411,004 | $227,399+80.7% | $189,758+116.6% | $198,609+106.9% |
| Participation rate | 55.0% | 84.0%-29.0pp | 79.8%-24.8pp | 82.4%-27.4pp |
| Annual return | 14.10% | 61.03%-46.9pp | 52.62%-38.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,484 | $5,526-73.2% | $4,767-68.9% | $5,055-70.7% |
| Participant deferral / active EE | $6,675 | $6,837-2.4% | $5,856+14.0% | $6,977-4.3% |
| Admin fee / account holder | $2,796 | $25,162-88.9% | $20,388-86.3% | $19,030-85.3% |