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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 | $361,364 | $183,592+96.8% | $155,574+132.3% | $145,877+147.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 18.95% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $740 | $5,317-86.1% | $4,676-84.2% | $4,663-84.1% |
| Participant deferral / active EE | $10,697 | $6,466+65.4% | $5,629+90.0% | $6,691+59.9% |
| Admin fee / account holder | $75,017 | $19,316+288.4% | $15,914+371.4% | $13,402+459.7% |