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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 | $286,011 | $172,111+66.2% | $150,298+90.3% | $137,256+108.4% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | 17.73% | 69.37%-51.6pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $509 | $4,636-89.0% | $4,154-87.8% | $4,156-87.8% |
| Participant deferral / active EE | $5,728 | $6,166-7.1% | $5,453+5.0% | $6,407-10.6% |
| Admin fee / account holder | $1,291 | $16,471-92.2% | $14,116-90.9% | $12,270-89.5% |