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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 | $380,615 | $159,934+138.0% | $147,005+158.9% | $145,959+160.8% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 9.72% | 98.24%-88.5pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $135 | $5,287-97.4% | $4,934-97.3% | $4,661-97.1% |
| Participant deferral / active EE | $6,982 | $8,427-17.1% | $8,070-13.5% | $6,689+4.4% |
| Admin fee / account holder | $9,897 | $15,053-34.3% | $13,006-23.9% | $13,398-26.1% |