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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 | $353,688 | $183,978+92.2% | $162,171+118.1% | $152,885+131.3% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.6%-67.6pp | 82.5%-62.5pp |
| Annual return | 25.51% | 150.78%-125.3pp | 115.60%-90.1pp | 345.39%-319.9pp |
| Employer contribution / active EE | $861 | $6,370-86.5% | $5,613-84.7% | $4,763-81.9% |
| Participant deferral / active EE | $2,975 | $8,033-63.0% | $7,297-59.2% | $5,851-49.2% |
| Admin fee / account holder | $55,949 | $13,122+326.4% | $10,843+416.0% | $11,598+382.4% |