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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 | $278,160 | $176,077+58.0% | $159,455+74.4% | $167,518+66.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.75% | 331.83%-316.1pp | 263.63%-247.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $576 | $5,298-89.1% | $4,830-88.1% | $4,838-88.1% |
| Participant deferral / active EE | $3,750 | $7,751-51.6% | $7,353-49.0% | $6,342-40.9% |
| Admin fee / account holder | $1,657 | $12,556-86.8% | $10,800-84.7% | $12,312-86.5% |