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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 | $294,393 | $183,516+60.4% | $155,534+89.3% | $145,884+101.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.36% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $865 | $5,315-83.7% | $4,675-81.5% | $4,662-81.4% |
| Participant deferral / active EE | $1,892 | $6,467-70.7% | $5,630-66.4% | $6,690-71.7% |
| Admin fee / account holder | $2,002 | $19,293-89.6% | $15,900-87.4% | $13,392-85.1% |