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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 | $397,000 | $162,136+144.9% | $152,301+160.7% | $154,746+156.6% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 13.04% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $900 | $4,890-81.6% | $4,624-80.5% | $4,379-79.4% |
| Participant deferral / active EE | $3,600 | $8,341-56.8% | $8,004-55.0% | $6,730-46.5% |
| Admin fee / account holder | $4,799 | $15,759-69.5% | $14,398-66.7% | $14,365-66.6% |