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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 | $261,822 | $183,592+42.6% | $155,574+68.3% | $145,877+79.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.71% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $319 | $5,317-94.0% | $4,676-93.2% | $4,663-93.2% |
| Participant deferral / active EE | $1,970 | $6,466-69.5% | $5,629-65.0% | $6,691-70.6% |
| Admin fee / account holder | $2,851 | $19,316-85.2% | $15,914-82.1% | $13,402-78.7% |