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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 | $302,444 | $157,270+92.3% | $141,173+114.2% | $152,870+97.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 19.45% | 64.33%-44.9pp | 71.40%-51.9pp | 345.34%-325.9pp |
| Employer contribution / active EE | $525 | $5,261-90.0% | $4,735-88.9% | $4,763-89.0% |
| Participant deferral / active EE | $5,606 | $7,110-21.2% | $6,710-16.4% | $5,850-4.2% |
| Admin fee / account holder | $372 | $12,121-96.9% | $10,262-96.4% | $11,597-96.8% |