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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 | $308,898 | $183,988+67.9% | $162,177+90.5% | $152,897+102.0% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 20.99% | 150.79%-129.8pp | 115.60%-94.6pp | 345.43%-324.4pp |
| Employer contribution / active EE | $990 | $6,370-84.5% | $5,613-82.4% | $4,764-79.2% |
| Participant deferral / active EE | $4,951 | $8,032-38.4% | $7,297-32.1% | $5,851-15.4% |
| Admin fee / account holder | $91,548 | $13,123+597.6% | $10,843+744.3% | $11,599+689.2% |