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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 | $279,161 | $202,342+38.0% | $172,753+61.6% | $152,909+82.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 32.69% | 1029.88%-997.2pp | 803.00%-770.3pp | 345.46%-312.8pp |
| Employer contribution / active EE | $1,232 | $5,857-79.0% | $5,144-76.0% | $4,764-74.1% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $990 | $17,112-94.2% | $13,956-92.9% | $11,601-91.5% |