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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 | $285,974 | $183,539+55.8% | $155,556+83.8% | $145,897+96.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.98% | 61.31%-45.3pp | 64.84%-48.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $239 | $5,315-95.5% | $4,675-94.9% | $4,663-94.9% |
| Participant deferral / active EE | $5,450 | $6,467-15.7% | $5,631-3.2% | $6,689-18.5% |
| Admin fee / account holder | $657 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |