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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 | $162,136+99.5% | $152,301+112.4% | $154,746+109.0% |
| Participation rate | 26.3% | 84.1%-57.8pp | 82.4%-56.1pp | 80.7%-54.4pp |
| Annual return | 18.34% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $659 | $4,890-86.5% | $4,624-85.7% | $4,379-84.9% |
| Participant deferral / active EE | $3,682 | $8,341-55.9% | $8,004-54.0% | $6,730-45.3% |
| Admin fee / account holder | $2,693 | $15,759-82.9% | $14,398-81.3% | $14,365-81.3% |