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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 | $156,398+153.8% | $147,318+169.5% | $138,895+185.8% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 13.04% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $900 | $4,853-81.5% | $4,593-80.4% | $4,194-78.5% |
| Participant deferral / active EE | $3,600 | $8,237-56.3% | $7,906-54.5% | $6,396-43.7% |
| Admin fee / account holder | $4,799 | $14,976-68.0% | $13,708-65.0% | $12,562-61.8% |