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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 | $302,460 | $159,934+89.1% | $147,005+105.7% | $145,959+107.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.30% | 98.24%-82.9pp | 418.76%-403.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $600 | $5,287-88.7% | $4,934-87.8% | $4,661-87.1% |
| Participant deferral / active EE | $4,100 | $8,427-51.3% | $8,070-49.2% | $6,689-38.7% |
| Admin fee / account holder | $438 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |