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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 | $261,063 | $198,457+31.5% | $170,435+53.2% | $147,586+76.9% |
| Participation rate | 14.3% | 88.0%-73.7pp | 83.6%-69.3pp | 82.8%-68.5pp |
| Annual return | 12.28% | 257.30%-245.0pp | 205.94%-193.7pp | 578.59%-566.3pp |
| Employer contribution / active EE | $947 | $6,183-84.7% | $5,432-82.6% | $4,876-80.6% |
| Participant deferral / active EE | $3,000 | $5,629-46.7% | $4,939-39.3% | $5,439-44.8% |
| Admin fee / account holder | $17,182 | $16,852+2.0% | $13,881+23.8% | $10,886+57.8% |