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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 | $256,141 | $202,460+26.5% | $169,385+51.2% | $139,456+83.7% |
| Participation rate | 18.2% | 81.1%-62.9pp | 77.2%-59.0pp | 80.3%-62.1pp |
| Annual return | 19.50% | 532.07%-512.6pp | 405.82%-386.3pp | 373.45%-353.9pp |
| Employer contribution / active EE | $425 | $4,691-90.9% | $4,012-89.4% | $4,753-91.1% |
| Participant deferral / active EE | $3,239 | $6,938-53.3% | $6,221-47.9% | $6,711-51.7% |
| Admin fee / account holder | $7,714 | $10,719-28.0% | $9,011-14.4% | $11,407-32.4% |