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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 | $357,760 | $209,425+70.8% | $178,499+100.4% | $158,966+125.1% |
| Participation rate | 12.5% | 86.4%-73.9pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 33.55% | 188.80%-155.2pp | 151.10%-117.6pp | 302.95%-269.4pp |
| Employer contribution / active EE | $971 | $5,707-83.0% | $5,011-80.6% | $4,762-79.6% |
| Participant deferral / active EE | $2,163 | $5,955-63.7% | $5,202-58.4% | $5,983-63.9% |
| Admin fee / account holder | $2,175 | $17,078-87.3% | $13,986-84.4% | $11,250-80.7% |