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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 | $275,822 | $160,040+72.3% | $147,096+87.5% | $145,877+89.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.82% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.5pp |
| Employer contribution / active EE | $557 | $5,289-89.5% | $4,936-88.7% | $4,663-88.0% |
| Participant deferral / active EE | $4,280 | $8,429-49.2% | $8,071-47.0% | $6,691-36.0% |
| Admin fee / account holder | $4,940 | $15,050-67.2% | $13,005-62.0% | $13,402-63.1% |