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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 | $160,070+72.3% | $147,117+87.5% | $145,897+89.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.82% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $557 | $5,285-89.5% | $4,932-88.7% | $4,663-88.0% |
| Participant deferral / active EE | $4,280 | $8,419-49.2% | $8,065-46.9% | $6,689-36.0% |
| Admin fee / account holder | $4,940 | $15,035-67.1% | $12,993-62.0% | $13,390-63.1% |