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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 | $251,019 | $88,778+182.7% | $81,844+206.7% | $145,884+72.1% |
| Participation rate | 18.2% | 75.1%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 13.37% | 1033.03%-1019.7pp | 778.87%-765.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $293 | $3,087-90.5% | $2,916-90.0% | $4,662-93.7% |
| Participant deferral / active EE | $5,545 | $4,648+19.3% | $4,323+28.3% | $6,690-17.1% |
| Admin fee / account holder | $389 | $8,430-95.4% | $7,355-94.7% | $13,392-97.1% |