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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 | $294,835 | $183,978+60.3% | $162,171+81.8% | $152,885+92.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 25.40% | 150.78%-125.4pp | 115.60%-90.2pp | 345.39%-320.0pp |
| Employer contribution / active EE | $880 | $6,370-86.2% | $5,613-84.3% | $4,763-81.5% |
| Participant deferral / active EE | $6,333 | $8,033-21.2% | $7,297-13.2% | $5,851+8.2% |
| Admin fee / account holder | $1,100 | $13,122-91.6% | $10,843-89.9% | $11,598-90.5% |