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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 | $341,122 | $160,028+113.2% | $147,080+131.9% | $145,884+133.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.76% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $538 | $5,286-89.8% | $4,933-89.1% | $4,662-88.5% |
| Participant deferral / active EE | $13,473 | $8,422+60.0% | $8,066+67.0% | $6,690+101.4% |
| Admin fee / account holder | $3,273 | $15,030-78.2% | $12,989-74.8% | $13,392-75.6% |