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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 | $320,534 | $197,637+62.2% | $177,848+80.2% | $158,982+101.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 18.07% | 58.77%-40.7pp | 48.33%-30.3pp | 302.99%-284.9pp |
| Employer contribution / active EE | $872 | $6,698-87.0% | $5,919-85.3% | $4,763-81.7% |
| Participant deferral / active EE | $4,784 | $8,405-43.1% | $7,714-38.0% | $5,983-20.1% |
| Admin fee / account holder | $1,861 | $15,406-87.9% | $12,431-85.0% | $11,252-83.5% |