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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 | $183,516+101.9% | $155,534+138.2% | $145,884+153.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.89% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $560 | $5,315-89.5% | $4,675-88.0% | $4,662-88.0% |
| Participant deferral / active EE | $6,844 | $6,467+5.8% | $5,630+21.6% | $6,690+2.3% |
| Admin fee / account holder | $2,416 | $19,293-87.5% | $15,900-84.8% | $13,392-82.0% |