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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 | $311,550 | $183,516+69.8% | $155,534+100.3% | $145,884+113.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.35% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $834 | $5,315-84.3% | $4,675-82.2% | $4,662-82.1% |
| Participant deferral / active EE | $10,208 | $6,467+57.9% | $5,630+81.3% | $6,690+52.6% |
| Admin fee / account holder | $3,021 | $19,293-84.3% | $15,900-81.0% | $13,392-77.4% |