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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 | $291,849 | $209,422+39.4% | $178,503+63.5% | $158,982+83.6% |
| Participation rate | 22.2% | 86.4%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 10.18% | 188.81%-178.6pp | 151.12%-140.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,091 | $5,707-80.9% | $5,011-78.2% | $4,763-77.1% |
| Participant deferral / active EE | $5,778 | $5,955-3.0% | $5,202+11.1% | $5,983-3.4% |
| Admin fee / account holder | $54,019 | $17,079+216.3% | $13,987+286.2% | $11,252+380.1% |