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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 | $260,283 | $148,629+75.1% | $135,982+91.4% | $139,487+86.6% |
| Participation rate | 30.4% | 83.9%-53.4pp | 81.9%-51.5pp | 80.3%-49.9pp |
| Annual return | 28.29% | 79.33%-51.0pp | 68.32%-40.0pp | 373.84%-345.5pp |
| Employer contribution / active EE | $891 | $5,247-83.0% | $4,859-81.7% | $4,755-81.3% |
| Participant deferral / active EE | $3,558 | $8,102-56.1% | $7,760-54.1% | $6,713-47.0% |
| Admin fee / account holder | $2,719 | $12,406-78.1% | $10,767-74.7% | $11,407-76.2% |