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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 | $385,242 | $209,425+84.0% | $178,499+115.8% | $158,966+142.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 20.02% | 188.80%-168.8pp | 151.10%-131.1pp | 302.95%-282.9pp |
| Employer contribution / active EE | $960 | $5,707-83.2% | $5,011-80.9% | $4,762-79.9% |
| Participant deferral / active EE | $8,021 | $5,955+34.7% | $5,202+54.2% | $5,983+34.1% |
| Admin fee / account holder | $415 | $17,078-97.6% | $13,986-97.0% | $11,250-96.3% |