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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 | $254,742 | $148,623+71.4% | $135,974+87.3% | $139,466+82.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 17.23% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $908 | $5,246-82.7% | $4,859-81.3% | $4,754-80.9% |
| Participant deferral / active EE | $5,997 | $8,103-26.0% | $7,760-22.7% | $6,712-10.6% |
| Admin fee / account holder | $537 | $12,406-95.7% | $10,767-95.0% | $11,409-95.3% |