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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 | $250,779 | $154,228+62.6% | $145,433+72.4% | $137,256+82.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 13.40% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $625 | $4,804-87.0% | $4,554-86.3% | $4,156-85.0% |
| Participant deferral / active EE | $3,750 | $8,216-54.4% | $7,897-52.5% | $6,407-41.5% |
| Admin fee / account holder | $14,794 | $14,344+3.1% | $13,129+12.7% | $12,270+20.6% |