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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 | $267,790 | $202,345+32.3% | $172,755+55.0% | $152,885+75.2% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.5%-60.2pp |
| Annual return | 33.93% | 1029.77%-995.8pp | 802.94%-769.0pp | 345.39%-311.5pp |
| Employer contribution / active EE | $853 | $5,858-85.4% | $5,144-83.4% | $4,763-82.1% |
| Participant deferral / active EE | $4,125 | $5,948-30.6% | $5,198-20.6% | $5,851-29.5% |
| Admin fee / account holder | $1,697 | $17,111-90.1% | $13,955-87.8% | $11,598-85.4% |