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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 | $394,155 | $165,399+138.3% | $149,745+163.2% | $158,982+147.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.91% | 348.34%-337.4pp | 276.72%-265.8pp | 302.99%-292.1pp |
| Employer contribution / active EE | $250 | $5,105-95.1% | $4,646-94.6% | $4,763-94.8% |
| Participant deferral / active EE | $3,750 | $7,183-47.8% | $6,843-45.2% | $5,983-37.3% |
| Admin fee / account holder | $7,916 | $10,811-26.8% | $9,312-15.0% | $11,252-29.6% |