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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 | $291,276 | $165,399+76.1% | $149,745+94.5% | $158,982+83.2% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 31.75% | 348.34%-316.6pp | 276.72%-245.0pp | 302.99%-271.2pp |
| Employer contribution / active EE | $480 | $5,105-90.6% | $4,646-89.7% | $4,763-89.9% |
| Participant deferral / active EE | $4,720 | $7,183-34.3% | $6,843-31.0% | $5,983-21.1% |
| Admin fee / account holder | $694 | $10,811-93.6% | $9,312-92.5% | $11,252-93.8% |