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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 | $291,438 | $165,381+76.2% | $149,730+94.6% | $158,966+83.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 9.61% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.3pp |
| Employer contribution / active EE | $378 | $5,104-92.6% | $4,645-91.9% | $4,762-92.1% |
| Participant deferral / active EE | $2,987 | $7,182-58.4% | $6,843-56.4% | $5,983-50.1% |
| Admin fee / account holder | $3,171 | $10,809-70.7% | $9,310-65.9% | $11,250-71.8% |