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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 | $315,029 | $185,312+70.0% | $161,489+95.1% | $154,746+103.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 18.20% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $954 | $4,769-80.0% | $4,268-77.7% | $4,379-78.2% |
| Participant deferral / active EE | $6,422 | $6,350+1.1% | $5,630+14.1% | $6,730-4.6% |
| Admin fee / account holder | $1,017 | $18,654-94.6% | $16,006-93.6% | $14,365-92.9% |