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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 | $318,098 | $197,637+61.0% | $177,848+78.9% | $158,982+100.1% |
| Participation rate | 65.2% | 88.5%-23.3pp | 87.7%-22.5pp | 82.0%-16.7pp |
| Annual return | 11.47% | 58.77%-47.3pp | 48.33%-36.9pp | 302.99%-291.5pp |
| Employer contribution / active EE | $778 | $6,698-88.4% | $5,919-86.9% | $4,763-83.7% |
| Participant deferral / active EE | $8,857 | $8,405+5.4% | $7,714+14.8% | $5,983+48.0% |
| Admin fee / account holder | $77,284 | $15,406+401.6% | $12,431+521.7% | $11,252+586.9% |