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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 | $301,174 | $160,070+88.2% | $147,117+104.7% | $145,897+106.4% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.72% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $505 | $5,285-90.5% | $4,932-89.8% | $4,663-89.2% |
| Participant deferral / active EE | $7,848 | $8,419-6.8% | $8,065-2.7% | $6,689+17.3% |
| Admin fee / account holder | $46,414 | $15,035+208.7% | $12,993+257.2% | $13,390+246.6% |