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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 | $315,591 | $201,344+56.7% | $184,243+71.3% | $145,877+116.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.89% | 29.01%-18.1pp | 28.82%-17.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,165 | $7,022-83.4% | $6,427-81.9% | $4,663-75.0% |
| Participant deferral / active EE | $17,711 | $9,807+80.6% | $9,132+93.9% | $6,691+164.7% |
| Admin fee / account holder | $20,695 | $16,382+26.3% | $13,914+48.7% | $13,402+54.4% |