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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 | $274,163 | $160,070+71.3% | $147,117+86.4% | $145,897+87.9% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 35.02% | 98.69%-63.7pp | 420.54%-385.5pp | 552.29%-517.3pp |
| Employer contribution / active EE | $781 | $5,285-85.2% | $4,932-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $7,404 | $8,419-12.1% | $8,065-8.2% | $6,689+10.7% |
| Admin fee / account holder | $584 | $15,035-96.1% | $12,993-95.5% | $13,390-95.6% |