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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 | $291,889 | $198,457+47.1% | $170,435+71.3% | $147,586+97.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 10.30% | 257.30%-247.0pp | 205.94%-195.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $780 | $6,183-87.4% | $5,432-85.6% | $4,876-84.0% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $4,017 | $16,852-76.2% | $13,881-71.1% | $10,886-63.1% |