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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 | $257,846 | $209,422+23.1% | $178,503+44.4% | $158,982+62.2% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 18.12% | 188.81%-170.7pp | 151.12%-133.0pp | 302.99%-284.9pp |
| Employer contribution / active EE | $840 | $5,707-85.3% | $5,011-83.2% | $4,763-82.4% |
| Participant deferral / active EE | $3,900 | $5,955-34.5% | $5,202-25.0% | $5,983-34.8% |
| Admin fee / account holder | $1,036 | $17,079-93.9% | $13,987-92.6% | $11,252-90.8% |