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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 | $565,280 | $227,399+148.6% | $189,758+197.9% | $198,609+184.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 12.68% | 61.03%-48.4pp | 52.62%-39.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,081 | $5,526-80.4% | $4,767-77.3% | $5,055-78.6% |
| Participant deferral / active EE | $8,250 | $6,837+20.7% | $5,856+40.9% | $6,977+18.2% |
| Admin fee / account holder | $3,603 | $25,162-85.7% | $20,388-82.3% | $19,030-81.1% |