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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 | $159,978+88.3% | $147,041+104.8% | $145,978+106.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.72% | 98.36%-84.6pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $505 | $5,288-90.5% | $4,935-89.8% | $4,662-89.2% |
| Participant deferral / active EE | $7,848 | $8,429-6.9% | $8,071-2.8% | $6,690+17.3% |
| Admin fee / account holder | $46,414 | $15,053+208.3% | $13,006+256.9% | $13,400+246.4% |