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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 | $297,674 | $166,242+79.1% | $165,071+80.3% | $145,884+104.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 12.69% | 100.44%-87.8pp | 70.17%-57.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $958 | $5,283-81.9% | $4,347-78.0% | $4,662-79.5% |
| Participant deferral / active EE | $10,917 | $6,964+56.8% | $6,035+80.9% | $6,690+63.2% |
| Admin fee / account holder | $13,333 | $16,658-20.0% | $12,695+5.0% | $13,392-0.4% |