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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 | $299,881 | $171,492+74.9% | $150,734+98.9% | $198,609+51.0% |
| Participation rate | 44.4% | 81.4%-37.0pp | 78.4%-34.0pp | 82.4%-37.9pp |
| Annual return | 22.75% | 804.70%-782.0pp | 600.81%-578.1pp | 202.70%-179.9pp |
| Employer contribution / active EE | $1,378 | $5,470-74.8% | $4,918-72.0% | $5,055-72.7% |
| Participant deferral / active EE | $5,633 | $6,259-10.0% | $5,610+0.4% | $6,977-19.3% |
| Admin fee / account holder | $1,267 | $17,628-92.8% | $14,905-91.5% | $19,030-93.3% |