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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 | $291,418 | $198,457+46.8% | $170,435+71.0% | $147,586+97.5% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 16.28% | 257.30%-241.0pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $807 | $6,183-86.9% | $5,432-85.1% | $4,876-83.4% |
| Participant deferral / active EE | $4,310 | $5,629-23.4% | $4,939-12.7% | $5,439-20.7% |
| Admin fee / account holder | $11,564 | $16,852-31.4% | $13,881-16.7% | $10,886+6.2% |