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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 | $392,418 | $209,425+87.4% | $178,499+119.8% | $158,966+146.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 11.72% | 188.80%-177.1pp | 151.10%-139.4pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,036 | $5,707-81.8% | $5,011-79.3% | $4,762-78.2% |
| Participant deferral / active EE | $5,829 | $5,955-2.1% | $5,202+12.0% | $5,983-2.6% |
| Admin fee / account holder | $2,017 | $17,078-88.2% | $13,986-85.6% | $11,250-82.1% |