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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 | $323,468 | $154,228+109.7% | $145,433+122.4% | $137,256+135.7% |
| Participation rate | 26.3% | 83.8%-57.5pp | 82.1%-55.8pp | 80.0%-53.6pp |
| Annual return | 18.34% | 74.59%-56.3pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $659 | $4,804-86.3% | $4,554-85.5% | $4,156-84.1% |
| Participant deferral / active EE | $3,682 | $8,216-55.2% | $7,897-53.4% | $6,407-42.5% |
| Admin fee / account holder | $2,693 | $14,344-81.2% | $13,129-79.5% | $12,270-78.1% |