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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 | $292,452 | $159,978+82.8% | $147,041+98.9% | $145,978+100.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.00% | 98.36%-88.4pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $911 | $5,288-82.8% | $4,935-81.5% | $4,662-80.5% |
| Participant deferral / active EE | $4,081 | $8,429-51.6% | $8,071-49.4% | $6,690-39.0% |
| Admin fee / account holder | $695 | $15,053-95.4% | $13,006-94.7% | $13,400-94.8% |