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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 | $304,489 | $183,539+65.9% | $155,556+95.7% | $145,897+108.7% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 13.98% | 61.31%-47.3pp | 64.84%-50.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $744 | $5,315-86.0% | $4,675-84.1% | $4,663-84.0% |
| Participant deferral / active EE | $7,638 | $6,467+18.1% | $5,631+35.6% | $6,689+14.2% |
| Admin fee / account holder | $147,010 | $19,275+662.7% | $15,885+825.5% | $13,390+997.9% |