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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 | $318,543 | $209,336+52.2% | $197,124+61.6% | $137,256+132.1% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 17.24% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,302 | $6,591-80.2% | $6,227-79.1% | $4,156-68.7% |
| Participant deferral / active EE | $4,622 | $9,614-51.9% | $9,135-49.4% | $6,407-27.9% |
| Admin fee / account holder | $1,495 | $17,308-91.4% | $16,298-90.8% | $12,270-87.8% |