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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 | $370,431 | $183,627+101.7% | $155,602+138.1% | $145,978+153.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.89% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $560 | $5,316-89.5% | $4,675-88.0% | $4,662-88.0% |
| Participant deferral / active EE | $6,844 | $6,466+5.9% | $5,629+21.6% | $6,690+2.3% |
| Admin fee / account holder | $2,416 | $19,327-87.5% | $15,923-84.8% | $13,400-82.0% |