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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 | $353,054 | $159,978+120.7% | $147,041+140.1% | $145,978+141.9% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 14.27% | 98.36%-84.1pp | 419.21%-404.9pp | 550.52%-536.3pp |
| Employer contribution / active EE | $365 | $5,288-93.1% | $4,935-92.6% | $4,662-92.2% |
| Participant deferral / active EE | $7,759 | $8,429-7.9% | $8,071-3.9% | $6,690+16.0% |
| Admin fee / account holder | $86,703 | $15,053+476.0% | $13,006+566.6% | $13,400+547.0% |