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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,884 | $224,072+68.6% | $220,428+71.4% | $254,173+48.7% |
| Participation rate | 50.0% | 49.1%+0.9pp | 43.5%+6.5pp | 43.0%+7.0pp |
| Annual return | 13.99% | 99.74%-85.8pp | 90.61%-76.6pp | 259.17%-245.2pp |
| Employer contribution / active EE | $26,719 | $35,080-23.8% | $32,730-18.4% | $41,471-35.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $499 | $13,610-96.3% | $12,805-96.1% | $21,502-97.7% |