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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 | $310,492 | $183,516+69.2% | $155,534+99.6% | $145,884+112.8% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 9.02% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,008 | $5,315-81.0% | $4,675-78.4% | $4,662-78.4% |
| Participant deferral / active EE | $5,419 | $6,467-16.2% | $5,630-3.7% | $6,690-19.0% |
| Admin fee / account holder | $2,844 | $19,293-85.3% | $15,900-82.1% | $13,392-78.8% |