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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 | $282,915 | $174,379+62.2% | $152,093+86.0% | $138,895+103.7% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 14.49% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $539 | $4,652-88.4% | $4,175-87.1% | $4,194-87.2% |
| Participant deferral / active EE | $3,573 | $6,159-42.0% | $5,451-34.5% | $6,396-44.1% |
| Admin fee / account holder | $4,010 | $16,880-76.2% | $14,497-72.3% | $12,562-68.1% |