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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 | $346,476 | $165,399+109.5% | $149,745+131.4% | $158,982+117.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 15.36% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $171 | $5,105-96.6% | $4,646-96.3% | $4,763-96.4% |
| Participant deferral / active EE | $5,218 | $7,183-27.4% | $6,843-23.7% | $5,983-12.8% |
| Admin fee / account holder | $36,715 | $10,811+239.6% | $9,312+294.3% | $11,252+226.3% |