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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 | $284,113 | $109,905+158.5% | $98,506+188.4% | $167,553+69.6% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 13.98% | 1960.20%-1946.2pp | 1494.92%-1480.9pp | 478.89%-464.9pp |
| Employer contribution / active EE | $118 | $3,226-96.3% | $2,961-96.0% | $4,840-97.6% |
| Participant deferral / active EE | $2,356 | $4,674-49.6% | $4,277-44.9% | $6,343-62.9% |
| Admin fee / account holder | $6,263 | $6,760-7.3% | $5,955+5.2% | $12,316-49.1% |